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PHOPHO
16 quarters

Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in INVESCO WATER RESOURCES ETF

JONES FINANCIAL COMPANIES LLLP holds 60,160 shares of PHO (INVESCO WATER RESOURCES ETF), worth $4.2M as of 2026-Q2. The position was increased (+7.2% shares). PHO represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$4.2M

Current Shares

60,160

Total Value Change

+$4.1M

Total Shares Change

+58,666

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
60,160
+7.2%
$4.2M0.0%$69.08
29
2026-Q1
Increased
56,101
+22.5%
$3.7M0.0%$72.03
32
2025-Q4
Increased
45,788
+21.8%
$3.2M0.0%$71.23
32
2025-Q3
Increased
37,589
+12.1%
$2.7M0.0%$71.32
29
2025-Q2
Increased
33,529
+31.8%
$2.3M0.0%$69.67
33
2025-Q1
Increased
25,436
+40.1%
$1.6M0.0%$64.03
34
2024-Q4
Increased
18,156
+107.1%
$1.2M0.0%$65.52
41
2024-Q3
Increased
8,765
+525.6%
$618,0270.0%$70.02
39
2024-Q2
Increased
1,401
+95.7%
$90,9580.0%$64.42
34
2024-Q1
Decreased
716
-68.8%
$47,6640.0%$65.97
0
2023-Q4
Increased
2,294
+53.5%
$139,6130.0%$60.25
31
2023-Q3
Unchanged
1,494
0.0%
$79,4510.0%$52.55
0
2023-Q2
Unchanged
1,494
0.0%
$84,2470.0%$55.15
0
2023-Q1
Unchanged
1,494
0.0%
$79,7050.0%$51.82
0
2022-Q4
Unchanged
1,494
0.0%
$77,0000.0%$50.70
0
2022-Q3
New
1,494
-
$68,0000.0%$45.25
29

Other major holders of PHO: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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