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AlphaCore Capital’s Invesco Water Resources ETF PHO Stock Holding History

AlphaCore Capital’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 		$977K Buy
14,143
+12,625
+832% +$852K 0.02% 472
2026
Q1 		$101K Sell
1,518
-308
-17% -$21.9K ﹤0.01% 925
2025
Q4 		$129K Sell
1,826
-472
-21% -$34K ﹤0.01% 1051
2025
Q3 		$166K Sell
2,298
-295
-11% -$21.1K 0.01% 740
2025
Q2 		$181K Sell
2,593
-1,117
-30% -$74.1K 0.01% 603
2025
Q1 		$239K Buy
+3,710
New +$247K 0.02% 407

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1832 Asset Management
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AlphaCore Capital's PHO Position: Q2 2026 in Review

AlphaCore Capital increased its Invesco Water Resources ETF (PHO) stake by 832% in Q2 2026, buying an estimated $852K and bringing the position to 14,143 shares worth $977K. The position accounts for 0.02% of the portfolio, ranked #472.

AlphaCore Capital first reported a position in PHO in Q1 2025 and has held it in 6 quarters since. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • AlphaCore Capital held 14,143 shares of Invesco Water Resources ETF worth $977K as of Q2 2026.
  • AlphaCore Capital bought 12,625 Invesco Water Resources ETF shares in Q2 2026, an estimated $852K.
  • Invesco Water Resources ETF made up 0.02% of AlphaCore Capital's portfolio in Q2 2026, its #472 holding.
  • AlphaCore Capital first reported a position in Invesco Water Resources ETF in Q1 2025 and has held it in 6 quarters since.
  • 379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.