Advisornet Financial’s Invesco Water Resources ETF PHO Stock Holding History

Advisornet Financial’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	$117K	Hold	1,700	–	–	0.01%	819
2026 Q1	$114K	Hold	1,700	–	–	0.01%	779
2025 Q4	$120K	Sell	1,700 -100	-6%	-$7.21K	0.01%	756
2025 Q3	$130K	Hold	1,800	–	–	0.01%	715
2025 Q2	$126K	Hold	1,800	–	–	0.01%	696
2025 Q1	$116K	Hold	1,800	–	–	0.01%	683
2024 Q4	$118K	Hold	1,800	–	–	0.01%	635
2024 Q3	$127K	Hold	1,800	–	–	0.01%	636
2024 Q2	$117K	Hold	1,800	–	–	0.01%	596
2024 Q1	$120K	Hold	1,800	–	–	0.01%	588
2023 Q4	$110K	Buy	1,800 +1,797	+59,900%	+$99K	0.01%	616
2023 Q3	$160	Buy	+3	New	+$168	﹤0.01%	2166
2022 Q2	–	Sell	-109	Closed	-$6K	–	2078
2022 Q1	$6K	Hold	109	–	–	﹤0.01%	1579
2021 Q4	$7K	Hold	109	–	–	﹤0.01%	1587
2021 Q3	$6K	Hold	109	–	–	﹤0.01%	1588
2021 Q2	$6K	Hold	109	–	–	﹤0.01%	1539
2021 Q1	$5K	Hold	109	–	–	﹤0.01%	1519
2020 Q4	$5K	Sell	109 -191	-64%	-$8.36K	﹤0.01%	1452
2020 Q3	$12K	Hold	300	–	–	﹤0.01%	1229
2020 Q2	$11K	Hold	300	–	–	﹤0.01%	1288
2020 Q1	$9K	Hold	300	–	–	﹤0.01%	1298
2019 Q4	$12K	Hold	300	–	–	﹤0.01%	1346
2019 Q3	$11K	Hold	300	–	–	﹤0.01%	1353
2019 Q2	$11K	Hold	300	–	–	﹤0.01%	1205
2019 Q1	$10K	Hold	300	–	–	﹤0.01%	1178
2018 Q4	$8K	Hold	300	–	–	﹤0.01%	1153
2018 Q3	$10K	Hold	300	–	–	﹤0.01%	1115
2018 Q2	$9K	Hold	300	–	–	﹤0.01%	1171
2018 Q1	$9K	Sell	300 -1,250	-81%	-$38.2K	﹤0.01%	1123
2017 Q4	$47K	Buy	+1,550	New	+$45.8K	0.01%	671

Other funds holding PHO

SCM

Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Rockingstone Advisors Great Barrington, Massachusetts $249M AUM 31.06% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

Advisornet Financial's PHO Position: Q2 2026 in Review

Advisornet Financial held its Invesco Water Resources ETF (PHO) position steady in Q2 2026 at 1,700 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #819.

Advisornet Financial first reported a position in PHO in Q4 2017 and has held it in 30 quarters since. The position peaked at $130K in Q3 2025. 81 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Advisornet Financial held 1,700 shares of Invesco Water Resources ETF worth $117K as of Q2 2026.
Advisornet Financial left its Invesco Water Resources ETF share count unchanged in Q2 2026.
Invesco Water Resources ETF made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #819 holding.
Advisornet Financial first reported a position in Invesco Water Resources ETF in Q4 2017 and has held it in 30 quarters since.
Advisornet Financial's Invesco Water Resources ETF position peaked at $130K in Q3 2025.
81 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.