Public ownership evidence

Invesco Water Resources ETF (PHO) Ownership Disclosures

Read PHO insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Invesco Water Resources ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
18,635
Value (USD)
$1,287,331
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read PHO fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read PHO fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2818,635$1,287,331None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-2840$2,763None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28139$9,294None
Legacy Edge Advisors, LLC2025-09-302026-08-275,559$400,859None
Envision Financial Transparency, LLC2026-06-302026-08-226,794$461,586None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-21260$17,994None
Fox Hill Wealth Management2026-06-302026-08-2016,105$1,112,550None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2050,505$3,488,913None
Sankala Group LLC2026-06-302026-08-19781$55,638None
Beacon Pointe Advisors, LLC2026-06-302026-08-1953,879$3,721,963None
NORTH STAR ASSET MANAGEMENT INC2026-06-302026-08-198,950$618,266None
Legacy Edge Advisors, LLC2025-06-302026-08-183,939$275,375None
Legacy Edge Advisors, LLC2025-03-312026-08-183,766$242,982None
Legacy Edge Advisors, LLC2024-09-302026-08-184,596$324,202None
Legacy Edge Advisors, LLC2024-06-302026-08-184,558$295,860None
Legacy Edge Advisors, LLC2024-03-312026-08-185,090$338,841None
Legacy Edge Advisors, LLC2024-12-312026-08-183,400$223,992None
Legacy Edge Advisors, LLC2023-12-312026-08-184,639$282,330None
Caitlin John, LLC2026-06-302026-08-18234$16,165None
Corient Private Wealth LP2026-06-302026-08-1820,937$1,444,691None
Transamerica Financial Advisors, LLC2026-06-302026-08-18135$9,325None
Equitable Holdings, Inc.2026-06-302026-08-185,808$401,175None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-181,533$106,000None
Murphy & Mullick Capital Management Corp2026-06-302026-08-1550$3,454None
Glen Eagle Advisors, LLC2026-06-302026-08-1514,800$1,022,413None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15400$27,632None
Federation des caisses Desjardins du Quebec2026-06-302026-08-151,557$107,558None
O'ROURKE & COMPANY, Inc2026-06-302026-08-1529,574$2,043,008None
Ameritas Advisory Services, LLC2026-06-302026-08-155,146$355,516None
XTX Topco Ltd2026-06-302026-08-157,147$493,715None
Sierra Capital LLC2026-06-302026-08-153,050$210,694None
IFG Advisory, LLC2026-06-302026-08-15115$7,944None
Per Stirling Capital Management, LLC.2026-06-302026-08-153,008$207,802None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,537$175,256None
OSAIC HOLDINGS, INC.2026-06-302026-08-1515,619$1,078,939None
OSAIC HOLDINGS, INC.2026-06-302026-08-1515,662$1,081,957None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,951$203,826None
OSAIC HOLDINGS, INC.2026-06-302026-08-15129,425$8,942,700None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1515,200$1,050,016Call
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-156,877$475,063None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-155,031$347,541None
Ancora Advisors LLC2026-06-302026-08-15169$11,675None
Medallion Wealth Advisors, LLC2026-06-302026-08-15243$16,786None
MARSHALL INVESTMENT MANAGEMENT, LLC2026-06-302026-08-15756$52,224None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1571$4,906None
CARDIFF PARK ADVISORS, LLC2026-06-302026-08-15200$13,816None
Waverly Advisors, LLC2026-06-302026-08-1510,394$717,986None
BROWN ADVISORY INC2026-06-302026-08-157,593$524,524None
Stenham Asset Management Ltd2026-06-302026-08-157,400$511,192None
&PARTNERS2026-06-302026-08-159,042$624,595None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Legacy Edge Advisors, LLC ↗Envision Financial Transparency, LLC ↗GILL CAPITAL PARTNERS, LLC ↗Fox Hill Wealth Management ↗MERCER GLOBAL ADVISORS INC /ADV ↗Sankala Group LLC ↗Beacon Pointe Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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