AIFAIM
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American Institute for Advanced Investment Management’s Invesco Water Resources ETF PHO Stock Holding History

American Institute for Advanced Investment 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 		$1.13M Sell
16,330
-110
-0.7% -$7.43K 0.65% 43
2026
Q1 		$1.1M Sell
16,440
-450
-3% -$32K 0.71% 41
2025
Q4 		$1.19M Sell
16,890
-480
-3% -$34.6K 0.77% 39
2025
Q3 		$1.25M Sell
17,370
-125
-0.7% -$8.95K 0.82% 35
2025
Q2 		$1.22M Sell
17,495
-255
-1% -$16.9K 0.87% 31
2025
Q1 		$1.15M Buy
17,750
+315
+2% +$21K 0.87% 33
2024
Q4 		$1.15M Buy
17,435
+10
+0.1% +$697 0.86% 33
2024
Q3 		$1.23M Buy
17,425
+385
+2% +$26.1K 0.88% 32
2024
Q2 		$1.11M Buy
17,040
+375
+2% +$24.7K 0.85% 36
2024
Q1 		$1.11M Buy
16,665
+370
+2% +$23K 0.88% 35
2023
Q4 		$992K Sell
16,295
-106
-0.6% -$5.84K 0.88% 30
2023
Q3 		$894K Buy
16,401
+1,051
+7% +$59K 0.83% 37
2023
Q2 		$866K Buy
15,350
+2,075
+16% +$111K 0.76% 39
2023
Q1 		$681K Sell
13,275
-1,980
-13% -$105K 0.73% 40
2022
Q4 		$786K Buy
15,255
+325
+2% +$16.4K 0.72% 43
2022
Q3 		$683K Buy
14,930
+6,615
+80% +$330K 0.64% 47
2022
Q2 		$384K Buy
+8,315
New +$405K 0.34% 75

Other funds holding PHO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HW
Hamilton Wealth Encino, California $546M AUM 31.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
WP
WealthSpring Partners Long Beach, California $116M AUM
SCM
Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return

American Institute for Advanced Investment Management's PHO Position: Q2 2026 in Review

American Institute for Advanced Investment Management reduced its Invesco Water Resources ETF (PHO) stake by 0.67% in Q2 2026, selling an estimated $7.43K and leaving 16,330 shares worth $1.13M. The position accounts for 0.65% of the portfolio, ranked #43.

American Institute for Advanced Investment Management first reported a position in PHO in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.25M in Q3 2025. 219 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • American Institute for Advanced Investment Management held 16,330 shares of Invesco Water Resources ETF worth $1.13M as of Q2 2026.
  • American Institute for Advanced Investment Management sold 110 Invesco Water Resources ETF shares in Q2 2026, an estimated $7.43K.
  • Invesco Water Resources ETF made up 0.65% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #43 holding.
  • American Institute for Advanced Investment Management first reported a position in Invesco Water Resources ETF in Q2 2022 and has held it in 17 quarters since.
  • American Institute for Advanced Investment Management's Invesco Water Resources ETF position peaked at $1.25M in Q3 2025.
  • 219 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.