PHO — Invesco Water Resources ETF

Ownership history in Polianta Ltd · 30 quarters on record

This page tracks every 13F SEC filing in which Polianta Ltd reported a position in Invesco Water Resources ETF (PHO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

13.21% (2021 Q1)

Avg. % of fund

7.42%

First filed

2018 Q2

Last filed

2025 Q4

Quarters held

30

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	153,700	-67,900	-30.6%	1.42%	$10.8M	$70.41
2025 Q3	UNCHANGED	221,600	—	0%	6.58%	$16.0M	$72.03
2025 Q2	UNCHANGED	221,600	—	0%	6.68%	$15.5M	$69.74
2025 Q1	UNCHANGED	221,600	—	0%	6.90%	$14.3M	$64.26

% of Fund (quarterly) PHO price (monthly, adj. close)

Other funds also holding PHO

As of 2025 Q4 — sorted by position size

Strive Asset Management, LLC 3.59% THRYVE WEALTH MANAGEMENT LLC 3.37% Sage Capital Management, LLC 3.23% Murphy, Middleton, Hinkle & Parker, Inc. 3Y 7Y 3.13% Prism Advisors, Inc. 3Y 7Y 3.13% Rockingstone Advisors LLC 1.03% AVALON CAPITAL MANAGEMENT 3Y 7Y 0.97% Raab & Moskowitz Asset Management LLC 3Y 7Y 0.91% Verity Asset Management, Inc. 3Y 7Y 0.89% MUSTICO FINANCIAL GROUP, INC. 0.85%

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