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PHOPHO
31 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in INVESCO WATER RESOURCES ETF

LPL Financial LLC holds 804,161 shares of PHO (INVESCO WATER RESOURCES ETF), worth $55.6M as of 2026-Q2. The position was decreased (-3.8% shares). PHO represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$55.6M

Current Shares

804,161

Total Value Change

+$52.5M

Total Shares Change

+696,553

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
804,161
-3.8%
$55.6M0.0%$69.08
0
2026-Q1
Decreased
836,098
-6.8%
$55.9M0.0%$72.03
0
2025-Q4
Decreased
896,572
-1.2%
$63.1M0.0%$71.23
0
2025-Q3
Increased
907,589
+10.4%
$65.4M0.0%$71.32
33
2025-Q2
Decreased
822,343
-0.6%
$57.5M0.0%$69.67
0
2025-Q1
Increased
826,990
+10.2%
$53.4M0.0%$64.03
32
2024-Q4
Increased
750,169
+10.2%
$49.4M0.0%$65.52
32
2024-Q3
Increased
680,623
+1.8%
$48M0.0%$70.02
30
2024-Q2
Increased
668,590
+17.9%
$43.4M0.0%$64.42
34
2024-Q1
Decreased
567,248
-3.9%
$37.8M0.0%$65.97
0
2023-Q4
Decreased
590,308
-6.7%
$35.9M0.0%$60.25
0
2023-Q3
Increased
632,891
+0.7%
$33.7M0.0%$52.55
29
2023-Q2
Increased
628,392
+7.2%
$35.4M0.0%$55.15
31
2023-Q1
Increased
586,421
+20.5%
$31.3M0.0%$51.82
34
2022-Q4
Increased
486,816
+3.8%
$25.1M0.0%$50.70
30
2022-Q3
Decreased
468,929
-7.3%
$21.5M0.0%$45.25
0
2022-Q2
Decreased
505,557
-3.3%
$23.4M0.0%$45.09
0
2022-Q1
Increased
522,625
+7.7%
$27.7M0.0%$52.76
31
2021-Q4
Decreased
485,483
-5.6%
$29.5M0.0%$59.27
0
2021-Q3
Increased
514,341
+29.8%
$28.1M0.0%$54.63
36
2021-Q2
Increased
396,159
+67.7%
$21.2M0.0%$52.30
42
2021-Q1
Increased
236,282
+8.9%
$11.7M0.0%$47.97
30
2020-Q4
Decreased
216,886
-2.7%
$10.1M0.0%$44.97
0
2020-Q3
Increased
222,939
+3.1%
$8.8M0.0%$38.52
28
2020-Q2
Decreased
216,148
-2.1%
$7.9M0.0%$34.69
0
2020-Q1
Increased
220,725
+1.1%
$6.9M0.0%$31.01
28
2019-Q4
Increased
218,208
+46.4%
$8.4M0.0%$37.60
38
2019-Q3
Increased
149,078
+41.6%
$5.5M0.0%$35.37
36
2019-Q2
Increased
105,303
+1.4%
$3.8M0.0%$34.53
27
2019-Q1
Decreased
103,801
-3.5%
$3.5M0.0%$32.87
0
2018-Q4
New
107,608
-
$3M0.0%$27.08
37

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

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