Abound Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History

Abound Wealth Management’s Portfolio PHO Stock Details PHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.2K	Hold	264	–	–	﹤0.01%	382
2026 Q1	$17.6K	Hold	264	–	–	﹤0.01%	426
2025 Q4	$18.6K	Hold	264	–	–	﹤0.01%	380
2025 Q3	$19K	Hold	264	–	–	﹤0.01%	370
2025 Q2	$18.4K	Hold	264	–	–	0.01%	346
2025 Q1	$17K	Hold	264	–	–	0.01%	321
2024 Q4	$17.3K	Buy	264 +1	+0.4%	+$70	0.01%	301
2024 Q3	$18.6K	Hold	263	–	–	0.01%	311
2024 Q2	$17.1K	Hold	263	–	–	0.01%	283
2024 Q1	$17.5K	Hold	263	–	–	0.01%	277
2023 Q4	$16K	Hold	263	–	–	0.01%	305
2023 Q3	$14K	Buy	263 +50	+23%	+$2.81K	0.01%	278
2023 Q2	$12K	Buy	213 +78	+58%	+$4.17K	0.01%	310
2023 Q1	$7.21K	Buy	135 +51	+61%	+$2.7K	﹤0.01%	336
2022 Q4	$4.33K	Hold	84	–	–	﹤0.01%	376
2022 Q3	$3.84K	Buy	+84	New	+$4.19K	﹤0.01%	398

Other funds holding PHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Abound Wealth Management's PHO Position: Q2 2026 in Review

Abound Wealth Management held its Invesco Water Resources ETF (PHO) position steady in Q2 2026 at 264 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

Abound Wealth Management first reported a position in PHO in Q3 2022 and has held it in 16 quarters since. The position peaked at $19K in Q3 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Abound Wealth Management held 264 shares of Invesco Water Resources ETF worth $18.2K as of Q2 2026.
Abound Wealth Management left its Invesco Water Resources ETF share count unchanged in Q2 2026.
Invesco Water Resources ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #382 holding.
Abound Wealth Management first reported a position in Invesco Water Resources ETF in Q3 2022 and has held it in 16 quarters since.
Abound Wealth Management's Invesco Water Resources ETF position peaked at $19K in Q3 2025.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.