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Disclosery

PHO INVESCO EXCHANGE TRADED FD T

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WATER RES ETF (fund)

383 managers (383 13F filers) reported a position in PHO shares at 2025-09-30, 12,372,205 shares in all. 19 filers opened a position and 25 filers sold out during the quarter.

Managers
383
13F filers
383
New
19
Added
121
Reduced
92
Sold out
25
Shares held by filers
12,372,205

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
NWAM LLC4,277$317K0.02%+313F-HR/ATimeline
WealthBridge Capital Management, LLC4,389$316K0.07%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources4,358$314K<0.01%013F-HRTimelineGroup
LYELL WEALTH MANAGEMENT, LP4,318$311K0.02%013F-HRTimeline
TruWealth Advisors, LLC4,250$306K0.02%+113F-HRTimeline
Three Magnolias Financial Advisors, LLC4,200$303K0.19%013F-HRTimeline
KKM Financial LLC4,184$302K0.09%+58113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,054$292K<0.01%+29113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.4,050$292K0.01%+1,30913F-HRTimeline
Marble Harbor Investment Counsel, LLC4,033$291K0.03%013F-HRTimeline
First Western Trust Bank4,000$288K0.01%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,990$288K<0.01%013F-HRTimeline
McElhenny Sheffield Capital Management,…3,955$285K0.07%-6013F-HRTimeline
JOHN G ULLMAN & ASSOCIATES INC3,920$283K0.04%013F-HRTimeline
TD Waterhouse Canada Inc.3,909$282K<0.01%-26013F-HRTimeline
AllSquare Wealth Management LLC3,900$281K0.15%013F-HRTimeline
RWA WEALTH PARTNERS, LLC3,850$278K<0.01%+60013F-HRTimeline
Vise Technologies, Inc.3,716$268K0.01%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,708$267K0.01%013F-HRTimeline
Modera Wealth Management, LLC3,697$267K<0.01%-11013F-HRTimeline
Innovative Advisory Group, LLC3,689$266K0.17%-1,09213F-HRTimeline
Western Financial Corp/CA3,689$266K0.12%-72513F-HRTimeline
Florida Trust Wealth Management Co3,600$260K0.01%013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC3,577$258K0.01%-5013F-HRTimeline
Beaton Management Co. Inc.3,530$255K0.12%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC3,533$255K0.02%+2913F-HRTimeline
Pinnacle Wealth Management Group, Inc.3,525$254K0.13%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,516$254K0.01%+61913F-HRTimelineGroup
KLINGENSTEIN FIELDS & CO LP3,500$252K0.01%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,500$252K0.01%013F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC3,476$251K0.1%013F-HRTimeline
Astoria Portfolio Advisors LLC.3,323$245K0.06%-3713F-HRTimeline
Stamos Capital Partners, L.P.3,392$245K0.05%-2,31413F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC3,388$244K0.2%-1,14113F-HRTimeline
WMG Financial Advisors, LLC3,322$240K0.08%new13F-HRTimeline
Millstone Evans Group, LLC3,302$238K0.15%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,285$237K<0.01%-26913F-HRTimelineGroup
Jacobi Capital Management LLC3,133$226K0.01%+22713F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,100$224K<0.01%-29313F-HRTimelineGroup
Walkner Condon Financial Advisors LLC3,097$223K0.04%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,090$223K<0.01%-38313F-HRTimelineGroup
Montis Financial, LLC3,086$222K0.05%+213F-HRTimeline
Key Client Fiduciary Advisors, LLC3,081$222K0.07%+113F-HRTimeline
Brookwood Investment Group LLC3,059$221K0.03%013F-HRTimeline
Autumn Glory Partners, LLC3,047$220K0.09%013F-HRTimeline
JFS WEALTH ADVISORS, LLC3,034$219K0.01%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.3,003$217K0.01%013F-HRTimelineGroup
Aspect Partners, LLC3,000$216K0.1%013F-HRTimeline
Per Stirling Capital Management, LLC.2,995$216K0.03%+413F-HRTimeline
WealthShield Partners, LLC2,986$215K0.02%-3513F-HRTimeline
Winthrop Advisory Group LLC2,968$214K0.02%+213F-HRTimeline
Midwest Trust Co2,966$214K<0.01%+713F-HRTimeline
Kovack Advisors, Inc.2,949$213K0.02%-99013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,930$211K0.01%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,924$211K0.02%+113F-HR/ATimeline
Milestones Private Investment Advisors …2,909$210K0.14%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,891$208K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,890$208K<0.01%013F-HRTimelineGroup
Chemistry Wealth Management LLC2,844$205K0.04%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,718$196K<0.01%-1,10713F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC2,700$195K<0.01%013F-HRTimeline
MGB Wealth Management, LLC2,700$195K0.06%+1,25013F-HRTimeline
FIRST UNITED BANK & TRUST2,600$187K0.06%-11513F-HRTimeline
LANARK FINANCIAL, INC.2,370$171K0.01%013F-HRTimeline
AlphaCore Capital LLC2,298$166K0.01%-29513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,188$158K0.01%-99713F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,185$158K0.01%013F-HRTimelineGroup
Bangor Savings Bank2,128$153K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC2,095$151K<0.01%013F-HRTimeline
TFC Financial Management, Inc.2,018$146K0.02%+25213F-HRTimeline
Avalon Trust Co1,975$142K0.01%013F-HRTimeline
Wealthspire Advisors, LLC1,960$141K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,824$132K<0.01%+31313F-HRTimeline
AdvisorNet Financial, Inc1,800$130K0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,792$129K0.01%-2,91413F-HRTimelineGroup
FSA Wealth Management LLC1,774$128K0.05%013F-HRTimeline
WHITTIER TRUST CO1,736$127K<0.01%+12013F-HRTimeline
Capital Investment Advisory Services, L…1,746$126K0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.1,550$112K0.09%+10013F-HRTimeline
Westside Investment Management, Inc.1,516$109K0.02%+113F-HRTimeline
Parallel Advisors, LLC1,458$105K<0.01%+92613F-HRTimeline
BOKF, NAin group BOKF, NA1,410$102K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC1,350$97.3K0.01%013F-HRTimeline
Pacific Center for Financial Services1,345$97K0.02%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,165$84K<0.01%013F-HRTimeline
Grey Fox Wealth Advisors, LLC1,094$78.9K0.02%new13F-HRTimeline
FIRST HORIZON CORP1,070$77.2K<0.01%13F-HRTimeline
Rossby Financial, LCC1,050$75.7K0.03%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV1,032$74.4K0.03%+113F-HRTimeline
Cherry Tree Wealth Management, LLC1,002$72.3K0.02%013F-HRTimeline
TRUST CO OF VERMONT1,000$72.1K<0.01%013F-HRTimeline
Sachetta, LLC1,000$72.1K0.03%013F-HRTimeline
CX Institutional1,001$72K<0.01%+113F-HRTimeline
Washington Trust Advisors, Inc.980$70.7K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC980$70.7K0.04%-413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV946$68.2K<0.01%+28013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.943$68K<0.01%013F-HRTimelineGroup
Allworth Financial LP935$67.4K<0.01%+20713F-HRTimeline
Kennebec Savings Bank913$65.8K0.06%+713F-HRTimeline
Turning Point Benefit Group, Inc.910$65.6K0.04%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.901$65K<0.01%013F-HRTimelineGroup
Smallwood Wealth Investment Management,…890$64.2K0.03%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.850$61.3K0.17%013F-HRTimeline
SOA Wealth Advisors, LLC.818$59K0.01%+113F-HRTimeline
AE Wealth Management LLC811$58.5K<0.01%+24113F-HRTimeline
Westfuller Advisors, LLC811$58.5K0.03%new13F-HRTimeline
DecisionPoint Financial, LLC800$57.7K0.01%013F-HRTimeline
MOTCO800$57.7K0.01%013F-HRTimeline
JNBA Financial Advisors786$56.7K0.01%+2713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.779$56K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Blue Trust, Inc.746$53.8K<0.01%+33013F-HRTimeline
Legacy Bridge, LLC710$51.2K0.02%013F-HRTimeline
2UniFi Bank680$49K0.02%013F-HRTimeline
Manchester Capital Management LLC631$45.5K0.01%013F-HRTimeline
Keener Financial Planning LLC600$43K0.02%013F-HRTimeline
ORG Partners LLC593$42.8K0.01%013F-HRTimeline
Geneos Wealth Management Inc.590$42.5K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC589$42.5K<0.01%+18413F-HRTimelineGroup
Financial Connections Group, Inc.558$40K0.02%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC550$39.7K<0.01%013F-HRTimeline
Biltmore Family Office, LLC550$39.7K0.01%013F-HRTimeline
Sunbelt Securities, Inc.507$36.6K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB500$36.1K<0.01%-3,00013F-HR/ATimeline
IAG Wealth Partners, LLC425$30.6K<0.01%013F-HRTimeline
Breakwater Investment Management424$30.6K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC420$30.3K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC413$29.8K<0.01%-1713F-HRTimelineGroup
Costello Asset Management, INC411$29.7K0.01%013F-HRTimeline
GAMMA Investing LLC407$29.3K<0.01%013F-HRTimeline
EASTERN BANK400$28.8K<0.01%new13F-HRTimeline
ESL Trust Services, LLC400$28.8K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.387$28K0.01%+3013F-HRTimeline
Redwood Park Advisors LLC387$27.9K0.02%013F-HRTimeline
Global Retirement Partners, LLC361$26K<0.01%+113F-HRTimeline
GHP Investment Advisors, Inc.353$25.5K<0.01%013F-HRTimeline
Piscataqua Savings Bank350$25.2K0.02%013F-HRTimeline
Boreal Capital Management LLC349$25.2K0.02%new13F-HRTimeline
IMA Advisory Services, Inc.325$23.4K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.320$23.1K<0.01%new13F-HRTimelineGroup
Crewe Advisors LLC296$21.3K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC291$21K<0.01%-2713F-HRTimeline
DHJJ Financial Advisors, Ltd.276$19.9K0.01%013F-HRTimeline
New England Capital Financial Advisors …273$19.7K0.01%013F-HRTimeline
Abound Wealth Management264$19K<0.01%013F-HRTimeline
Root Financial Partners, LLC261$18.8K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC257$18.5K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC254$18.3K0.01%013F-HRTimeline
Horizon Investments, LLC253$18.2K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC235$16.9K0.01%013F-HRTimeline
Caitlin John, LLC234$16.9K0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC215$16K<0.01%013F-HRTimeline
Bogart Wealth, LLC221$15.9K<0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…206$15.3K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC210$15.1K<0.01%013F-HRTimeline
Pacifica Partners Inc.206$14.9K0.01%013F-HRTimeline
Center for Financial Planning, Inc.200$14.4K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC200$14.4K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA145$10.5K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC144$10.4K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC137$9.88K<0.01%013F-HRTimeline
Scarborough Advisors, LLC132$9.51K<0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors115$8.29K<0.01%013F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC111$8.04K<0.01%013F-HRTimeline
Sage Mountain Advisors LLC104$7.5K<0.01%013F-HRTimeline
Western Pacific Wealth Management, LP101$7.28K0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/100$7.21K<0.01%013F-HRTimeline
Horizons Wealth Management100$7.21K<0.01%013F-HRTimeline
Clayton Financial Group LLC100$7.21K0.01%new13F-HRTimeline
Graney & King, LLC100$7.21K<0.01%013F-HRTimeline
WFA of San Diego, LLC90$6.49K<0.01%-1013F-HRTimeline
Painted Porch Advisors LLC86$6.18K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…80$5.77K<0.01%013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.75$5.41K<0.01%013F-HRTimeline
Orion Capital Management LLC70$5.08K<0.01%013F-HRTimeline
Kilter Group LLC52$3.75K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT41$2.96K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp35$2.52K<0.01%013F-HRTimelineGroup
PIN OAK INVESTMENT ADVISORS INC33$2.38K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC40$2K<0.01%013F-HRTimeline
Fairman Group, LLC18$1.31K<0.01%013F-HRTimeline
Hughes Financial Services, LLC17$1.23K<0.01%-10013F-HRTimeline
Providence Capital Advisors, LLC12$865<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC7$505<0.01%013F-HRTimeline