Shepherd Wealth Opens Massive $39.5 Million Invesco Water Resources ETF (PHO) Position [Yahoo! Finance]
Invesco Water Resources ETF (PHO)
NASDAQ:AMEX Investor Relations:
invesco.com/portal/site/us/etfs/product-detail?productid=pho
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Source: Yahoo! Finance
Quarter-end position value increased by $39.47 million, reflecting both the new stake and stock price movement. The transaction represents a 27.45% increase in 13F reportable assets under management. Post-trade stake: 198,306 shares valued at $39.47 million as of Dec. 31, 2025. The position comprises 27.45% of fund AUM, making it the largest holding in the fund. These 10 stocks could mint the next wave of millionaires › According to a filing with the Securities and Exchange Commission dated Jan. 20, 2026, SHEPHERD WEALTH MANAGEMENT Ltd Liability Co initiated a new stake in the Invesco Water Resources ETF (NASDAQ:PHO) , purchasing 198,306 shares. The estimated transaction value was $39.47 million, based on the fund's average share price during the filing quarter. The quarter-end valuation for this stake matched the transaction estimate of $39.47 million. This purchase opens a new position, representing 27.45% of the fund's 13F reportable AUM following the trade. Top hold
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