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Disclosery

PHO INVESCO EXCHANGE TRADED FD T

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WATER RES ETF (fund)

380 managers (382 13F filers) reported a position in PHO shares at 2026-06-30, 11,700,016 shares in all. 40 filers opened a position and 24 filers sold out during the quarter.

Managers
380
13F filers
382
New
40
Added
106
Reduced
106
Sold out
24
Shares held by filers
11,700,016

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Aspire Capital Advisors LLC4,189$289K0.06%+713F-HRTimeline
Sanctuary Advisors, LLC4,177$289K<0.01%+30013F-HRTimeline
LRI Investments, LLC4,170$288K0.02%013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC4,077$282K0.02%013F-HRTimeline
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…4,070$281K0.06%-113F-HRTimelineGroup
Marble Harbor Investment Counsel, LLC4,033$279K0.03%013F-HRTimeline
Prime Capital Investment Advisors, LLC4,004$277K<0.01%-15,34313F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC4,000$276K0.09%013F-HRTimeline
First Western Trust Bank4,000$276K0.01%-1,04413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,990$276K<0.01%013F-HRTimeline
McElhenny Sheffield Capital Management,…3,955$273K0.07%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,942$272K<0.01%+5413F-HRTimeline
NWAM LLC3,929$271K0.01%+313F-HRTimeline
JOHN G ULLMAN & ASSOCIATES INC3,920$271K0.03%013F-HRTimeline
RWA WEALTH PARTNERS, LLC3,850$266K<0.01%013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.3,750$259K<0.01%+36013F-HRTimelineGroup
Vise Technologies, Inc.3,716$257K<0.01%-26113F-HRTimeline
Modera Wealth Management, LLC3,697$255K<0.01%013F-HRTimeline
CIBC WORLD MARKET INC.3,687$255K<0.01%013F-HRTimeline
Florida Trust Wealth Management Co3,600$249K0.01%013F-HRTimeline
Beaton Management Co. Inc.3,530$244K0.1%013F-HRTimeline
Pinnacle Wealth Management Group, Inc.3,500$242K0.11%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,500$242K0.01%013F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC3,476$240K0.07%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP3,463$239K<0.01%-1,46013F-HRTimeline
Advisory Advocates, LLC3,385$234K0.2%new13F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC3,372$233K0.02%+213F-HRTimeline
Astoria Portfolio Advisors LLC.3,329$230K0.04%+213F-HRTimeline
Millstone Evans Group, LLC3,302$228K0.12%013F-HRTimeline
Jacobi Capital Management LLC3,275$226K0.01%-24613F-HRTimeline
Kovack Advisors, Inc.3,276$226K0.01%+11213F-HRTimeline
Chemistry Wealth Management LLC3,261$225K0.04%+113F-HRTimeline
Merit Financial Group, LLC3,250$225K<0.01%-30713F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,222$223K<0.01%new13F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.3,216$222K0.02%013F-HR/ATimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,200$221K<0.01%-25213F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…3,154$218K<0.01%new13F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,100$214K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC3,094$214K0.01%-33513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,090$214K<0.01%013F-HRTimelineGroup
Brookwood Investment Group LLC3,059$211K0.02%013F-HRTimeline
Sierra Capital LLC3,050$211K0.02%new13F-HRTimeline
Autumn Glory Partners, LLC3,047$210K0.06%013F-HRTimeline
JFS WEALTH ADVISORS, LLC3,035$210K0.01%013F-HRTimeline
Per Stirling Capital Management, LLC.3,008$208K0.02%+513F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.3,004$207K0.01%+113F-HRTimelineGroup
Relyea Zuckerberg Hanson LLC2,981$206K0.02%-1,00013F-HR/ATimeline
Barnes Wealth Management Group, Inc2,969$205K0.09%new13F-HRTimeline
Winthrop Advisory Group LLC2,969$205K0.01%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,930$202K0.01%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,904$201K<0.01%new13F-HRTimelineGroup
RFG - Bristol Wealth Advisors, LLC2,900$200K0.05%-2,12513F-HRTimeline
Farther Finance Advisors, LLC2,850$197K<0.01%-16513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,477$171K<0.01%+1213F-HRTimeline
Aptus Capital Advisors, LLC2,395$165K<0.01%+15013F-HRTimeline
LANARK FINANCIAL, INC.2,377$164K0.01%+5513F-HRTimeline
FIRST UNITED BANK & TRUST2,260$156K0.04%013F-HRTimeline
Westside Investment Management, Inc.2,218$153K0.02%+113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,185$151K0.01%013F-HRTimelineGroup
Bangor Savings Bank2,128$147K0.01%013F-HRTimeline
Allworth Financial LP1,992$138K<0.01%-1,03113F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,989$137K<0.01%+3213F-HRTimelineGroup
Federation des caisses Desjardins du Qu…1,957$135K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…1,783$123K0.01%+3513F-HRTimeline
TFC Financial Management, Inc.1,776$123K0.01%+313F-HRTimeline
WHITTIER TRUST CO1,736$121K<0.01%013F-HRTimeline
Parallel Advisors, LLC1,751$121K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,700$117K0.01%013F-HRTimeline
Larson Financial Group LLC1,550$107K<0.01%-67013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,533$106K<0.01%013F-HRTimeline
EP Wealth Advisors, LLC1,497$103K<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA1,410$97.4K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC1,350$93.3K<0.01%013F-HRTimeline
Pacific Center for Financial Services1,345$92.9K0.02%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,338$92.4K<0.01%-1,36213F-HRTimeline
TRUST CO OF VERMONT1,200$82.9K<0.01%13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,165$80.5K<0.01%013F-HRTimeline
Rossby Financial, LCC1,118$77.2K0.01%+6713F-HRTimeline
WealthShield Partners, LLC1,057$73K0.01%-1,89913F-HRTimeline
United Financial Planning Group LLC1,060$69.7K0.04%new13F-HRTimeline
Cherry Tree Wealth Management, LLC1,002$69.2K0.01%013F-HRTimeline
Axiom Investment Management LLC1,000$69.1K0.05%013F-HRTimeline
Washington Trust Advisors, Inc.980$67.7K0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV950$65.6K0.02%+113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV946$65.3K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…890$61.5K0.03%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.850$58.7K0.13%013F-HRTimeline
Global Retirement Partners, LLC833$57.5K<0.01%13F-HRTimeline
Sankala Group LLC781$55.6K0.04%013F-HRTimeline
MOTCO800$55.3K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC800$55.1K0.01%013F-HRTimeline
PlanVest Financial, Inc785$54.2K0.04%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.779$54K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MARSHALL INVESTMENT MANAGEMENT, LLC756$52.2K0.02%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC750$51.8K<0.01%+20013F-HRTimeline
Legacy Bridge, LLC710$49K0.02%013F-HRTimeline
Frazier Financial Advisors, LLC700$48.4K0.02%-28013F-HRTimeline
NBH Bank680$47K0.02%13F-HRTimeline
Manchester Capital Management LLC631$43.6K0.01%013F-HRTimeline
JNBA Financial Advisors622$43K<0.01%-16413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC608$42K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.590$40.8K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.564$38.9K0.01%-25713F-HRTimeline
Biltmore Family Office, LLC550$38K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB500$34.5K<0.01%013F-HRTimeline
Buck Wealth Strategies, LLC500$34.5K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.481$34K0.01%+113F-HRTimeline
FIRST HORIZON CORP460$31.8K<0.01%-36013F-HRTimeline
Institute for Wealth Management, LLC.460$31.8K<0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.443$30.6K<0.01%013F-HRTimelineGroup
IAG Wealth Partners, LLC425$29.4K<0.01%013F-HRTimeline
Breakwater Investment Management424$29.3K0.01%013F-HRTimeline
GAMMA Investing LLC407$28.1K<0.01%013F-HRTimeline
CITY HOLDING CO400$27.6K<0.01%013F-HRTimeline
EASTERN BANK400$27.6K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…396$27.3K0.01%+113F-HRTimeline
Redwood Park Advisors LLC387$26.7K0.02%013F-HRTimeline
Ashton Thomas Private Wealth, LLC366$25.3K<0.01%-28413F-HRTimeline
Westfuller Advisors, LLC361$24.9K0.01%-45213F-HRTimeline
GHP Investment Advisors, Inc.355$24.5K<0.01%+113F-HRTimeline
Piscataqua Savings Bank350$24.2K0.02%013F-HRTimeline
Boreal Capital Management LLC349$24.1K0.02%013F-HRTimeline
IMA Advisory Services, Inc.325$22.5K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC317$21.7K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.300$20.7K0.01%new13F-HRTimeline
Kennebec Savings Bank293$20.2K0.02%-42713F-HRTimeline
DHJJ Financial Advisors, Ltd.276$19.1K0.01%013F-HRTimeline
New England Capital Financial Advisors …274$19K<0.01%013F-HRTimeline
Abound Wealth Management264$18.2K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC260$18K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC255$17.6K<0.01%+113F-HRTimeline
Horizon Investments, LLC252$17.4K<0.01%-25213F-HRTimeline
Medallion Wealth Advisors, LLC243$16.8K0.01%-12513F-HRTimeline
Caitlin John, LLC234$16.2K0.01%013F-HRTimeline
Bogart Wealth, LLC221$15.3K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC221$15.3K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC215$15K<0.01%013F-HRTimeline
UMB Bank, n.a.215$14.9K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
COMPASS FINANCIAL MANAGEMENT LLC200$14.6K<0.01%13F-HRTimeline
BAYBAN210$14.5K0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…206$14.2K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.200$13.8K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC200$13.8K<0.01%013F-HRTimeline
Portfolio Resources Advisor Group, Inc.200$13.8K0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC169$11.7K<0.01%-2,39913F-HRTimelineGroup
Costello Asset Management, INC147$10.2K<0.01%-26513F-HRTimeline
PRIVATE TRUST CO NA145$10K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC137$9.46K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…135$9.32K<0.01%013F-HRTimelineGroup
Colonial Trust Advisorsin group Colonial Trust Advisors115$7.94K<0.01%013F-HRTimelineGroup
IFG Advisory, LLC115$7.94K<0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC111$7.74K<0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…100$7K<0.01%new13F-HRTimeline
Western Pacific Wealth Management, LP101$6.97K0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/100$6.91K<0.01%013F-HRTimeline
Graney & King, LLC100$6.91K<0.01%013F-HRTimeline
MATHER GROUP, LLC.93$6.42K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.75$5.18K<0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS71$4.91K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC59$4.08K<0.01%new13F-HRTimeline
Continuum Advisory, LLC58$4.01K<0.01%new13F-HRTimeline
Kilter Group LLC52$3.59K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.50$3.45K<0.01%013F-HRTimeline
Aberdeen Wealth Management LLC50$3.45K<0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp50$3.45K<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC46$3.18K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT41$2.83K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC40$2.76K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC40$2.76K<0.01%-9913F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …28$1.94K<0.01%new13F-HRTimelineGroup
Cordant, Inc.28$1.94K<0.01%new13F-HRTimeline
Capital Investment Counsel, Inc25$1.73K<0.01%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.23$1.59K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…21$1.45K<0.01%-5913F-HRTimelineGroup
Providence Capital Advisors, LLC20$1.38K<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC12$829<0.01%013F-HRTimeline
CoreCap Advisors, LLC5$345<0.01%new13F-HRTimeline
Fairman Group, LLC0$17<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
VALLEY NATIONAL ADVISERS INC0$6<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Coppell Advisory Solutions LLC104$4.35Mnew13F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.