Advisory Advocates’s Invesco Water Resources ETF PHO Stock Holding History

Advisory Advocates’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	$234K	Buy	+3,385	New	+$229K	0.2%	164
2026 Q1	–	Sell	-3,435	Closed	-$242K	–	176
2025 Q4	$242K	Buy	+3,435	New	+$248K	0.24%	134

Other funds holding PHO

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Advisory Advocates's PHO Position: Q2 2026 in Review

Advisory Advocates opened a new position in Invesco Water Resources ETF (PHO) in Q2 2026: 3,385 shares worth $234K. The stake represents 0.2% of the portfolio and ranks #164 among its holdings. This is a return to the name: Advisory Advocates previously reported a position in PHO as recently as Q4 2025.

Advisory Advocates first reported a position in PHO in Q4 2025 and has held it in 2 quarters since. The position peaked at $242K in Q4 2025. 362 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Advisory Advocates held 3,385 shares of Invesco Water Resources ETF worth $234K as of Q2 2026.
Invesco Water Resources ETF was a new Advisory Advocates position in Q2 2026.
Invesco Water Resources ETF made up 0.2% of Advisory Advocates's portfolio in Q2 2026, its #164 holding.
Advisory Advocates first reported a position in Invesco Water Resources ETF in Q4 2025 and has held it in 2 quarters since.
Advisory Advocates's Invesco Water Resources ETF position peaked at $242K in Q4 2025.
362 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.