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Thurston Springer Miller Herd & Titak’s Invesco Water Resources ETF PHO Stock Holding History

Thurston Springer Miller Herd & Titak’s Portfolio PHO Stock Details PHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-200
Closed -$14K – 1144
2025
Q2 		$14K Buy
+200
New +$13.3K ﹤0.01% 1062

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GWM
Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's PHO Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of Invesco Water Resources ETF (PHO) in Q3 2025, closing a stake of 200 shares — an estimated $14K sold.

Thurston Springer Miller Herd & Titak first reported a position in PHO in Q2 2025 and held it in 1 quarter. The position peaked at $14K in Q2 2025. 382 funds tracked by Wall St. Rank hold PHO as of Q3 2025.

  • Thurston Springer Miller Herd & Titak reported no remaining Invesco Water Resources ETF position as of Q3 2025 after selling out during the quarter.
  • Thurston Springer Miller Herd & Titak sold 200 Invesco Water Resources ETF shares in Q3 2025, an estimated $14K.
  • Thurston Springer Miller Herd & Titak first reported a position in Invesco Water Resources ETF in Q2 2025 and held it in 1 quarter.
  • Thurston Springer Miller Herd & Titak's Invesco Water Resources ETF position peaked at $14K in Q2 2025.
  • 382 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.