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Disclosery

PHO INVESCO EXCHANGE TRADED FD T

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WATER RES ETF (fund)

375 managers (375 13F filers) reported a position in PHO shares at 2025-03-31, 12,808,510 shares in all. 28 filers opened a position and 34 filers sold out during the quarter.

Managers
375
13F filers
375
New
28
Added
105
Reduced
105
Sold out
34
Shares held by filers
12,808,510

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Lido Advisors, LLCin group Lido Advisors, LLC4,590$296K<0.01%-2613F-HRTimelineGroup
Sanctuary Advisors, LLC4,581$296K<0.01%+113F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC4,529$292K0.22%013F-HRTimeline
Merit Financial Group, LLC4,481$289K<0.01%-1,20213F-HRTimeline
US FINANCIAL ADVISORS, LLC4,474$289K0.09%+36513F-HRTimeline
JFS WEALTH ADVISORS, LLC4,464$288K0.02%-20113F-HRTimeline
Paragon Capital Management Ltd4,447$287K0.06%+713F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC4,440$286K0.02%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…4,411$285K0.08%013F-HRTimeline
WealthBridge Capital Management, LLC4,389$283K0.08%+7513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.4,374$282K<0.01%-17513F-HRTimeline
TD Waterhouse Canada Inc.4,369$282K<0.01%013F-HRTimeline
NWAM LLC4,272$276K0.02%-39013F-HRTimeline
RWA WEALTH PARTNERS, LLC4,258$275K<0.01%-4813F-HRTimeline
TruWealth Advisors, LLC4,248$274K0.02%+113F-HRTimeline
TWO SIGMA SECURITIES, LLC4,238$273K0.04%new13F-HRTimeline
Clearwater Capital Advisors, LLC4,207$271K0.03%013F-HRTimeline
McElhenny Sheffield Capital Management,…4,015$259K0.1%-37513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC4,000$258K<0.01%-4913F-HRTimeline
First Western Trust Bank4,000$258K0.01%013F-HRTimeline
FLOW TRADERS U.S. LLC3,967$256K0.01%new13F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,967$256K<0.01%+11413F-HRTimelineGroup
TRAPHAGEN INVESTMENT ADVISORS LLC3,940$254K0.03%-29513F-HRTimeline
JOHN G ULLMAN & ASSOCIATES INC3,920$253K0.04%-50013F-HRTimeline
Stamos Capital Partners, L.P.3,920$253K0.07%+14013F-HRTimeline
AllSquare Wealth Management LLC3,900$252K0.15%013F-HRTimeline
Modera Wealth Management, LLC3,807$246K<0.01%-44713F-HRTimeline
Legacy Edge Advisors, LLC3,766$243K0.04%+36613F-HRTimeline
AlphaCore Capital LLC3,710$239K0.02%new13F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,708$239K0.01%013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC3,627$234K0.01%-3,49513F-HRTimeline
KKM Financial LLC3,603$232K0.1%-1,17913F-HRTimeline
Florida Trust Wealth Management Co3,600$232K0.01%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.3,554$229K<0.01%-40013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,537$228K<0.01%013F-HRTimelineGroup
Beaton Management Co. Inc.3,530$228K0.12%013F-HRTimeline
Pinnacle Wealth Management Group, Inc.3,525$227K0.16%013F-HRTimeline
Western Wealth Management, LLC3,520$227K0.02%-813F-HRTimeline
KLINGENSTEIN FIELDS & CO LP3,500$226K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB3,500$226K<0.01%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,500$226K0.01%-60013F-HR/ATimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,393$219K<0.01%013F-HRTimelineGroup
Montis Financial, LLC3,381$218K0.06%-26013F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC3,476$216K0.13%013F-HRTimeline
Millstone Evans Group, LLC3,302$213K0.14%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC3,222$208K0.02%-9813F-HR/ATimeline
O'Brien Greene & Co. Inc3,200$206K0.07%013F-HRTimeline
Sequoia Financial Advisors, LLC3,190$206K<0.01%-33813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.3,131$202K0.01%+113F-HRTimeline
WealthShield Partners, LLC3,026$195K0.03%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,890$186K<0.01%+29013F-HRTimelineGroup
FIRST UNITED BANK & TRUST2,810$181K0.07%-3513F-HRTimeline
HARBOUR INVESTMENTS, INC.2,708$175K<0.01%-28813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,700$174K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.2,546$164K0.01%+2,54413F-HRTimeline
First Pacific Financial2,525$163K0.03%013F-HRTimeline
SIMPLEX TRADING, LLC2,199$141K0.01%+1,06513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,185$141K0.01%013F-HRTimelineGroup
Bangor Savings Bank2,128$137K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC2,095$135K<0.01%+17513F-HRTimeline
First Horizon Advisors, Inc.2,070$134K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.64,674$130K0.03%+63,65513F-HRTimeline
Arax Advisory Partners1,991$128K0.01%013F-HRTimeline
Avalon Trust Co1,975$127K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc1,800$116K0.01%013F-HRTimeline
FSA Wealth Management LLC1,774$114K0.05%-41513F-HRTimeline
TFC Financial Management, Inc.1,763$114K0.02%new13F-HRTimeline
Capital Investment Advisory Services, L…1,745$113K0.01%+113F-HRTimeline
WHITTIER TRUST CO1,616$104K<0.01%013F-HRTimeline
Centricity Wealth Management, LLC1,603$103K0.09%013F-HRTimeline
Westside Investment Management, Inc.1,515$97.8K0.02%+113F-HRTimeline
MGB Wealth Management, LLC1,450$93.6K0.03%013F-HRTimeline
BOKF, NAin group BOKF, NA1,410$91K<0.01%-40013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC1,350$87.1K0.01%013F-HRTimeline
Pacific Center for Financial Services1,345$86.8K0.02%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.1,300$83.9K0.08%+90013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,275$82.3K<0.01%013F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC1,165$75.2K<0.01%013F-HRTimeline
WASHINGTON TRUST Co1,100$71K<0.01%013F-HRTimeline
Rossby Financial, LCC1,050$67.5K0.03%new13F-HRTimeline
Bristlecone Advisors, LLC1,034$66.7K0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV1,029$66.4K0.03%+213F-HRTimeline
CX Institutional1,000$65K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC1,002$64.7K0.02%013F-HRTimeline
TRUST CO OF VERMONT1,000$64.5K<0.01%013F-HRTimeline
Sachetta, LLC1,000$64.5K0.03%013F-HRTimeline
Washington Trust Advisors, Inc.980$63.2K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC980$63.2K0.05%013F-HRTimeline
AMERIFLEX GROUP, INC.966$62.3K0.03%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.943$60.8K<0.01%013F-HRTimelineGroup
Kennebec Savings Bank906$58.5K0.06%+1313F-HRTimeline
Smallwood Wealth Investment Management,…890$57.4K0.04%new13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.850$54.8K0.19%new13F-HRTimeline
Farther Finance Advisors, LLC820$53.1K<0.01%+56313F-HRTimeline
Geneos Wealth Management Inc.820$52.9K<0.01%+59013F-HRTimeline
MOTCO800$51.6K0.01%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich800$51.6K<0.01%new13F-HR/ATimeline
DecisionPoint Financial, LLC800$51.6K0.01%013F-HRTimeline
Olde Wealth Management, LLC800$51K0.02%new13F-HRTimeline
JNBA Financial Advisors758$48.9K0.01%+3313F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC756$48.8K0.03%013F-HRTimeline
McClarren Financial Advisors, Inc.604$48K0.03%-15113F-HRTimeline
Allworth Financial LP728$47K<0.01%013F-HRTimeline
Legacy Bridge, LLC710$45.8K0.03%013F-HRTimeline
2UniFi Bank680$45.7K0.03%013F-HRTimeline
Financial Connections Group, Inc.703$45K0.02%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV666$43K<0.01%013F-HRTimeline
Manchester Capital Management LLC631$40.7K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC590$38.8K<0.01%013F-HRTimelineGroup
ORG Partners LLC593$38.4K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC550$35.5K<0.01%013F-HRTimeline
Biltmore Family Office, LLC550$35.5K0.01%013F-HRTimeline
Sunbelt Securities, Inc.507$32.7K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC425$27.4K<0.01%013F-HRTimeline
Parallel Advisors, LLC424$27.4K<0.01%+113F-HRTimeline
Breakwater Investment Management424$27.4K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC419$27K<0.01%+16413F-HRTimeline
Blue Trust, Inc.416$26.8K<0.01%013F-HRTimeline
Costello Asset Management, INC410$26.5K0.01%new13F-HRTimeline
GAMMA Investing LLC407$26.3K<0.01%013F-HR/ATimeline
ESL Trust Services, LLC400$25.8K0.01%013F-HRTimeline
Redwood Park Advisors LLC387$25K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC384$24.8K<0.01%new13F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.356$23K0.01%013F-HRTimeline
GHP Investment Advisors, Inc.352$22.7K<0.01%+113F-HRTimeline
Piscataqua Savings Bank350$22.6K0.02%013F-HRTimeline
Keystone Global Partners, LLC333$21.5K0.02%13F-HRTimeline
IMA Advisory Services, Inc.325$21K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.276$17.8K0.01%013F-HRTimeline
New England Capital Financial Advisors …272$17.6K0.01%013F-HRTimeline
Abound Wealth Management264$17K0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.259$16.7K<0.01%013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC258$16.6K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC257$16.6K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC254$16.4K0.01%+113F-HR/ATimeline
Horizon Investments, LLC253$16.3K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.250$16.1K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC248$16K<0.01%013F-HR/ATimeline
Medallion Wealth Advisors, LLC235$15.2K0.01%013F-HRTimeline
Bogart Wealth, LLC221$14.3K<0.01%-11513F-HRTimeline
Tortoise Investment Management, LLC210$13.5K<0.01%013F-HR/ATimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…206$13K<0.01%013F-HRTimeline
Pacifica Partners Inc.205$12.9K0.01%013F-HRTimeline
Center for Financial Planning, Inc.200$12.9K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC200$12.9K<0.01%013F-HRTimeline
Continuum Advisory, LLC191$12.3K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA145$9.36K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC144$9.3K<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates143$9.23K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC137$9.01K<0.01%013F-HRTimeline
Hughes Financial Services, LLC117$7.58K<0.01%new13F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors115$7.42K<0.01%013F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC111$7.17K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC118$7K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC107$6.9K<0.01%013F-HRTimeline
Sage Mountain Advisors LLC104$6.71K<0.01%013F-HRTimeline
Western Pacific Wealth Management, LP101$6.49K0.01%+113F-HRTimeline
Horizons Wealth Management100$6.45K<0.01%-28413F-HRTimeline
Graney & King, LLC100$6.45K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…86$5.55K<0.01%013F-HRTimelineGroup
Painted Porch Advisors LLC85$5.51K<0.01%013F-HRTimeline
Global Financial Private Client, LLC83$5.36K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…81$5.23K<0.01%013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.75$4.84K<0.01%-4013F-HRTimeline
Orion Capital Management LLC70$4.53K<0.01%013F-HRTimeline
CoreCap Advisors, LLC52$3.35K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…45$2.9K<0.01%-3613F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT41$2.65K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp35$2.26K<0.01%013F-HRTimelineGroup
PIN OAK INVESTMENT ADVISORS INC33$2K<0.01%013F-HRTimeline
Fairman Group, LLC18$1.2K<0.01%013F-HRTimeline
Creekmur Asset Management LLC18$1.18K<0.01%013F-HRTimeline
AE Wealth Management LLC11$728<0.01%-20013F-HRTimeline
Lowe Wealth Advisors, LLC7$452<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.