How many shares of PHO does Creative Planning own?

As of 2026-Q2, Creative Planning holds 64,890 shares of PHO (INVESCO WATER RESOURCES ETF).

What is Creative Planning's PHO position worth?

As of 2026-Q2, Creative Planning's PHO position is worth $4.5M.

In 2026-Q2, Creative Planning decreased their PHO position (-0.9% change in shares).

Based on available 13F filings, Creative Planning first reported a position in PHO in 2018-Q4. They have held the position across 31 quarters.

Position history for Creative Planning's holdings in INVESCO WATER RESOURCES ETF

Current Value

$4.5M

Current Shares

64,890

Total Value Change

+$3.2M

Total Shares Change

+20,323

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	64,890	-0.9%	$4.5M	0.0%	$69.08	0
2026-Q1	Decreased	65,492	-0.4%	$4.4M	0.0%	$72.03	0
2025-Q4	Increased	65,730	+0.7%	$4.6M	0.0%	$71.23	27
2025-Q3	Increased	65,261	+1.4%	$4.7M	0.0%	$71.32	27
2025-Q2	Increased	64,385	+5.3%	$4.5M	0.0%	$69.67	28
2025-Q1	Increased	61,125	+0.3%	$3.9M	0.0%	$64.03	27
2024-Q4	Increased	60,941	+3.8%	$4M	0.0%	$65.52	28
2024-Q3	Increased	58,728	+0.5%	$4.1M	0.0%	$70.02	27
2024-Q2	Increased	58,434	+1.9%	$3.8M	0.0%	$64.42	27
2024-Q1	Increased	57,314	+0.0%	$3.8M	0.0%	$65.97	27
2023-Q4	Increased	57,294	+1.3%	$3.5M	0.0%	$60.25	27
2023-Q3	Decreased	56,576	-0.8%	$3M	0.0%	$52.55	0
2023-Q2	Decreased	57,027	-0.5%	$3.2M	0.0%	$55.15	0
2023-Q1	Decreased	57,283	-13.5%	$3.1M	0.0%	$51.82	0
2022-Q4	Increased	66,219	+0.6%	$3.4M	0.0%	$50.70	27
2022-Q3	Increased	65,848	+2.5%	$3M	0.0%	$45.25	27
2022-Q2	Increased	64,272	+2.4%	$3M	0.0%	$45.09	27
2022-Q1	Decreased	62,758	-1.8%	$3.3M	0.0%	$52.76	0
2021-Q4	Increased	63,924	+1.2%	$3.9M	0.0%	$59.27	27
2021-Q3	Increased	63,167	+5.4%	$3.5M	0.0%	$54.63	28
2021-Q2	Increased	59,947	+5.3%	$3.2M	0.0%	$52.30	28
2021-Q1	Decreased	56,915	-3.4%	$2.8M	0.0%	$47.97	0
2020-Q4	Increased	58,888	+8.6%	$2.7M	0.0%	$44.97	29
2020-Q3	Increased	54,243	+11.7%	$2.2M	0.0%	$38.52	29
2020-Q2	Decreased	48,575	-0.4%	$1.8M	0.0%	$34.69	0
2020-Q1	Decreased	48,752	-3.0%	$1.5M	0.0%	$31.01	0
2019-Q4	Increased	50,266	+0.8%	$1.9M	0.0%	$37.60	26
2019-Q3	Increased	49,893	+5.9%	$1.8M	0.0%	$35.37	27
2019-Q2	Increased	47,130	+4.2%	$1.7M	0.0%	$34.53	27
2019-Q1	Increased	45,244	+1.5%	$1.5M	0.0%	$32.87	26
2018-Q4	New	44,567	-	$1.3M	0.0%	$27.08	35