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Disclosery

PHO INVESCO EXCHANGE TRADED FD T

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WATER RES ETF (fund)

395 managers (395 13F filers) reported a position in PHO shares at 2025-06-30, 12,300,270 shares in all. 39 filers opened a position and 21 filers sold out during the quarter.

Managers
395
13F filers
395
New
39
Added
101
Reduced
116
Sold out
21
Shares held by filers
12,300,270

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
ALTERNA WEALTH MANAGEMENT, INC4,529$317K0.25%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,520$316K<0.01%+55313F-HRTimelineGroup
HB Wealth Management, LLC4,504$315K<0.01%-14013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.4,474$313K<0.01%+10013F-HRTimeline
Paragon Capital Management Ltd4,454$311K0.06%+713F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC4,440$310K0.02%013F-HRTimeline
Western Financial Corp/CA4,414$309K0.17%-1,05513F-HRTimeline
Ritter Daniher Financial Advisory LLC /…4,411$308K0.08%013F-HRTimeline
WealthBridge Capital Management, LLC4,389$307K0.08%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources4,358$305K<0.01%-1,67513F-HRTimelineGroup
LYELL WEALTH MANAGEMENT, LP4,318$302K0.02%new13F-HRTimeline
NWAM LLC4,274$301K0.02%+213F-HR/ATimeline
TruWealth Advisors, LLC4,249$297K0.02%+113F-HRTimeline
TD Waterhouse Canada Inc.4,169$296K<0.01%-20013F-HRTimeline
Three Magnolias Financial Advisors, LLC4,200$294K0.2%-50013F-HRTimeline
Curran Financial Partners, LLC4,073$285K0.06%new13F-HRTimeline
Marble Harbor Investment Counsel, LLC4,033$282K0.03%-75013F-HRTimeline
McElhenny Sheffield Capital Management,…4,015$281K0.07%013F-HR/ATimeline
First Western Trust Bank4,000$280K0.01%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,990$279K<0.01%-1013F-HRTimeline
Kovack Advisors, Inc.3,939$275K0.03%new13F-HRTimeline
Legacy Edge Advisors, LLC3,939$275K0.04%+17313F-HRTimeline
JOHN G ULLMAN & ASSOCIATES INC3,920$274K0.04%013F-HRTimeline
AllSquare Wealth Management LLC3,900$273K0.15%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,825$267K0.01%-6,25113F-HRTimelineGroup
Modera Wealth Management, LLC3,807$266K<0.01%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,763$263K<0.01%new13F-HRTimelineGroup
Vise Technologies, Inc.3,716$260K0.01%13F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,708$259K0.01%013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC3,627$254K0.01%013F-HRTimeline
KKM Financial LLC3,603$252K0.09%013F-HRTimeline
Florida Trust Wealth Management Co3,600$252K0.01%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,554$248K<0.01%new13F-HRTimelineGroup
Beaton Management Co. Inc.3,530$247K0.12%013F-HRTimeline
Pinnacle Wealth Management Group, Inc.3,525$246K0.14%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC3,504$245K0.02%-43613F-HRTimeline
KLINGENSTEIN FIELDS & CO LP3,500$245K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB3,500$245K<0.01%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,500$245K0.01%013F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC3,476$243K0.11%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,473$243K<0.01%-6413F-HRTimelineGroup
&PARTNERS3,456$240K<0.01%new13F-HRTimeline
Astoria Portfolio Advisors LLC.3,360$238K0.07%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,393$237K<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC3,302$231K0.16%013F-HRTimeline
RWA WEALTH PARTNERS, LLC3,250$227K<0.01%-1,00813F-HRTimeline
O'Brien Greene & Co. Inc3,200$224K0.07%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.3,185$223K0.01%+1,91013F-HRTimelineGroup
Montis Financial, LLC3,084$216K0.06%-29713F-HRTimeline
Key Client Fiduciary Advisors, LLC3,080$215K0.09%new13F-HRTimeline
Brookwood Investment Group LLC3,059$214K0.03%new13F-HRTimeline
Autumn Glory Partners, LLC3,047$213K0.1%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC3,034$212K0.01%-1,43013F-HRTimeline
WealthShield Partners, LLC3,021$211K0.03%-513F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.3,003$210K0.01%new13F-HRTimelineGroup
Aspect Partners, LLC3,000$210K0.1%new13F-HRTimeline
Per Stirling Capital Management, LLC.2,991$209K0.03%new13F-HRTimeline
Winthrop Advisory Group LLC2,966$207K0.02%new13F-HRTimeline
Midwest Trust Co2,959$207K<0.01%13F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC2,937$205K0.05%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,930$205K0.01%-20113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,923$204K0.02%-29913F-HR/ATimeline
Milestones Private Investment Advisors …2,909$203K0.15%13F-HRTimeline
Jacobi Capital Management LLC2,906$203K0.01%new13F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT2,898$203K0.01%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,897$203K0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,890$202K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,741$192K<0.01%+3313F-HRTimeline
FIRST UNITED BANK & TRUST2,715$190K0.07%-9513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,700$189K<0.01%013F-HRTimeline
AlphaCore Capital LLC2,593$181K0.01%-1,11713F-HRTimeline
LANARK FINANCIAL, INC.2,370$165K0.01%-17613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,185$153K0.01%013F-HRTimelineGroup
Bangor Savings Bank2,128$149K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC2,095$146K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.2,070$145K<0.01%013F-HRTimeline
Arax Advisory Partners2,011$141K0.01%+2013F-HRTimeline
Avalon Trust Co1,975$138K0.01%013F-HRTimeline
Choate Investment Advisors1,921$134K<0.01%new13F-HRTimeline
Berkshire Money Management, Inc.1,863$130K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc1,800$126K0.01%013F-HRTimeline
FSA Wealth Management LLC1,774$124K0.05%013F-HRTimeline
TFC Financial Management, Inc.1,766$123K0.02%+313F-HRTimeline
Capital Investment Advisory Services, L…1,746$122K0.01%+113F-HRTimeline
Briaud Financial Planning Inc1,744$121K0.05%new13F-HRTimeline
WHITTIER TRUST CO1,616$113K<0.01%013F-HRTimeline
Centricity Wealth Management, LLC1,603$112K0.09%013F-HRTimeline
Westside Investment Management, Inc.1,515$106K0.02%013F-HRTimeline
Farther Finance Advisors, LLC1,511$106K<0.01%+69113F-HRTimeline
MGB Wealth Management, LLC1,450$101K0.03%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.1,450$101K0.09%+15013F-HRTimeline
BOKF, NAin group BOKF, NA1,410$98.6K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC1,350$94.4K0.01%013F-HRTimeline
Pacific Center for Financial Services1,345$94K0.03%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,165$81.4K<0.01%013F-HRTimeline
Rossby Financial, LCC1,050$73.4K0.03%013F-HRTimeline
Bristlecone Advisors, LLC1,034$72.3K0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV1,031$72K0.03%+213F-HRTimeline
Cherry Tree Wealth Management, LLC1,002$70K0.02%013F-HRTimeline
CX Institutional1,000$70K<0.01%013F-HR/ATimeline
TRUST CO OF VERMONT1,000$69.9K<0.01%013F-HRTimeline
Sachetta, LLC1,000$69.9K0.03%013F-HRTimeline
Frazier Financial Advisors, LLC984$68.8K0.05%+413F-HRTimeline
Washington Trust Advisors, Inc.980$68.5K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.966$67.4K0.04%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.943$65.9K<0.01%013F-HRTimelineGroup
Kennebec Savings Bank906$63.3K0.06%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.901$63K<0.01%+65113F-HRTimelineGroup
Smallwood Wealth Investment Management,…890$62.2K0.04%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.850$59.4K0.18%013F-HRTimeline
SOA Wealth Advisors, LLC.817$57.1K0.01%-63,85713F-HRTimeline
DecisionPoint Financial, LLC800$56.9K0.01%013F-HRTimeline
MOTCO800$56.4K0.01%013F-HRTimeline
Brooklyn Investment Group779$54.5K0.01%new13F-HR/ATimeline
HANTZ FINANCIAL SERVICES, INC.779$54K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JNBA Financial Advisors759$53K0.01%+113F-HRTimeline
Allworth Financial LP728$50.9K<0.01%013F-HRTimeline
Legacy Bridge, LLC710$49.6K0.02%013F-HRTimeline
2UniFi Bank680$47.5K0.03%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV666$46.6K<0.01%013F-HRTimeline
Manchester Capital Management LLC631$44.1K0.01%013F-HRTimeline
ORG Partners LLC593$42.2K0.01%013F-HRTimeline
Geneos Wealth Management Inc.590$41.2K<0.01%-23013F-HRTimeline
Keener Financial Planning LLC600$41K0.02%new13F-HRTimeline
AE Wealth Management LLC570$39.8K<0.01%+55913F-HRTimeline
Financial Connections Group, Inc.558$39K0.02%-14513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC550$38.5K<0.01%013F-HR/ATimeline
Biltmore Family Office, LLC550$38.5K0.01%013F-HRTimeline
Parallel Advisors, LLC532$37.2K<0.01%+10813F-HRTimeline
Sunbelt Securities, Inc.507$33.4K<0.01%013F-HRTimeline
Garde Capital, Inc.455$31.8K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC430$30.1K<0.01%-16013F-HRTimelineGroup
IAG Wealth Partners, LLC425$29.7K<0.01%013F-HRTimeline
Breakwater Investment Management424$29.6K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC420$29.4K<0.01%+113F-HRTimeline
Blue Trust, Inc.416$29.1K<0.01%013F-HRTimeline
Costello Asset Management, INC411$28.7K0.01%+113F-HRTimeline
GAMMA Investing LLC407$28.5K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC405$28.3K<0.01%+2113F-HRTimelineGroup
ESL Trust Services, LLC400$28K0.01%013F-HRTimeline
Redwood Park Advisors LLC387$27.1K0.02%013F-HRTimeline
Global Retirement Partners, LLC360$25.2K<0.01%13F-HRTimeline
HAZLETT, BURT & WATSON, INC.357$25K0.01%+113F-HRTimeline
GHP Investment Advisors, Inc.353$24.6K<0.01%+113F-HRTimeline
Piscataqua Savings Bank350$24.5K0.02%013F-HRTimeline
Keystone Global Partners, LLC332$23.2K0.01%-113F-HRTimeline
IMA Advisory Services, Inc.325$22.7K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC318$22.2K<0.01%+7013F-HRTimeline
Crewe Advisors LLC296$20.7K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.276$19.3K0.01%013F-HRTimeline
New England Capital Financial Advisors …273$19.1K0.01%+113F-HRTimeline
Abound Wealth Management264$18.4K0.01%013F-HRTimeline
Clearstead Advisors, LLC257$18K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC254$17.8K0.01%013F-HRTimeline
Horizon Investments, LLC253$17.7K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC235$16.7K0.01%013F-HRTimeline
Bogart Wealth, LLC221$15.4K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC215$15K<0.01%new13F-HRTimeline
Tortoise Investment Management, LLC210$14.7K<0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…206$14.4K<0.01%013F-HRTimeline
Pacifica Partners Inc.206$14.4K0.01%+113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…200$14K<0.01%new13F-HRTimeline
Center for Financial Planning, Inc.200$14K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC200$14K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO185$12.9K<0.01%new13F-HRTimelineGroup
First Pacific Financial150$10.5K<0.01%-2,37513F-HRTimeline
PRIVATE TRUST CO NA145$10.1K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC144$10.1K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC137$9.58K<0.01%013F-HRTimeline
Scarborough Advisors, LLC132$9.21K<0.01%new13F-HRTimeline
Hughes Financial Services, LLC117$8.29K<0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors115$8.04K<0.01%013F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC111$7.78K<0.01%013F-HRTimeline
Sage Mountain Advisors LLC104$7.27K<0.01%013F-HRTimeline
Western Pacific Wealth Management, LP101$7.04K0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/100$6.99K<0.01%new13F-HRTimeline
WFA of San Diego, LLC100$6.99K0.01%13F-HRTimeline
Horizons Wealth Management100$6.99K0.01%013F-HRTimeline
Graney & King, LLC100$6.99K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…86$6.01K<0.01%013F-HRTimelineGroup
Painted Porch Advisors LLC86$5.98K<0.01%+113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…80$5.59K<0.01%+3513F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.75$5.24K<0.01%013F-HRTimeline
Belvedere Trading LLC71$4.96K<0.01%new13F-HRTimeline
Orion Capital Management LLC70$4.92K<0.01%013F-HRTimeline
Kilter Group LLC52$3.64K<0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT41$2.87K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp35$2.45K<0.01%013F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC40$2K<0.01%-7813F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC33$2K<0.01%013F-HRTimeline
Fairman Group, LLC18$1.27K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC12$839<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC7$489<0.01%new13F-HRTimelineGroup
Lowe Wealth Advisors, LLC7$489<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.