Question 1

How many shares of PHO does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 21,751 shares of PHO (INVESCO WATER RESOURCES ETF).

Question 2

What is Steward Partners Investment Advisory, LLC's PHO position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's PHO position is worth $1.5M.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling PHO?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their PHO position (-8.8% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy PHO?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in PHO in 2019-Q1. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	21,751	-8.8%	$1.5M	0.0%	$69.08	0
2026-Q1	Decreased	23,863	-4.1%	$1.6M	0.0%	$72.03	0
2025-Q4	Decreased	24,888	-6.2%	$1.8M	0.0%	$71.23	0
2025-Q3	Decreased	26,520	-3.8%	$1.9M	0.0%	$71.32	0
2025-Q2	Increased	27,556	+4.1%	$1.9M	0.0%	$69.67	27
2025-Q1	Decreased	26,481	-0.9%	$1.7M	0.0%	$64.03	0
2024-Q4	Increased	26,715	+17.4%	$1.8M	0.0%	$65.52	30
2024-Q3	Decreased	22,746	-1.8%	$1.6M	0.0%	$70.02	0
2024-Q2	Decreased	23,150	-3.5%	$1.5M	0.0%	$64.42	0
2024-Q1	Increased	23,976	+10.1%	$1.6M	0.0%	$65.97	28
2023-Q4	Decreased	21,787	-9.0%	$1.3M	0.0%	$60.25	0
2023-Q3	Decreased	23,945	-32.6%	$1.3M	0.0%	$52.55	0
2023-Q2	Decreased	35,515	-0.3%	$2M	0.0%	$55.15	0
2023-Q1	Decreased	35,623	-3.1%	$1.9M	0.0%	$51.82	0
2022-Q4	Decreased	36,770	-1.0%	$1.9M	0.0%	$50.70	0
2022-Q3	Decreased	37,155	-4.3%	$1.7M	0.0%	$45.25	0
2022-Q2	Increased	38,824	+0.2%	$1.8M	0.0%	$45.09	26
2022-Q1	Increased	38,746	+2.3%	$2.1M	0.0%	$52.76	26
2021-Q4	Decreased	37,884	-0.2%	$2.3M	0.0%	$59.27	0
2021-Q3	Increased	37,964	+1.6%	$2.1M	0.0%	$54.63	26
2021-Q2	Decreased	37,372	-46.2%	$2M	0.0%	$52.30	0
2021-Q1	Increased	69,410	+255.8%	$1.7B	0.0%	$47.97	51
2020-Q4	Increased	19,506	+2.1%	$906,000	0.0%	$44.97	25
2020-Q3	Unchanged	19,106	0.0%	$758,000	0.0%	$38.52	0
2020-Q2	Unchanged	19,106	0.0%	$694,000	0.0%	$34.69	0
2020-Q1	Decreased	19,106	-3.0%	$598,000	0.0%	$31.01	0
2019-Q4	Unchanged	19,706	0.0%	$761,000	0.0%	$37.60	0
2019-Q3	Unchanged	19,706	0.0%	$721,000	0.0%	$35.37	0
2019-Q2	Increased	19,706	+38.2%	$701,000	0.0%	$34.53	32
2019-Q1	New	14,256	-	$484,000	0.0%	$32.87	33

PHO30 quarters

PHO
30 quarters