Ameritas Advisory Services’s Invesco Water Resources ETF PHO Stock Holding History

Ameritas Advisory Services’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	$356K	Buy	+5,146	New	+$347K	0.01%	893
2026 Q1	–	Sell	-3,041	Closed	-$214K	–	1124
2025 Q4	$214K	Buy	3,041 +1,249	+70%	+$90K	0.01%	879
2025 Q3	$129K	Sell	1,792 -2,914	-62%	-$209K	0.01%	753
2025 Q2	$329K	Sell	4,706 -62	-1%	-$4.12K	0.02%	607
2025 Q1	$310K	Buy	4,768 +919	+24%	+$61.1K	0.01%	695
2024 Q4	$253K	Sell	3,849 -150	-4%	-$10.5K	0.01%	766
2024 Q3	$282K	Buy	3,999 +440	+12%	+$29.9K	0.01%	694
2024 Q2	$231K	Sell	3,559 -117	-3%	-$7.7K	0.01%	815
2024 Q1	$243K	Buy	3,676 +302	+9%	+$18.8K	0.01%	767
2023 Q4	$207K	Buy	+3,374	New	+$186K	0.01%	662
2023 Q2	–	Sell	-3,335	Closed	-$177K	–	1988
2023 Q1	$177K	Sell	3,335 -1,076	-24%	-$57K	0.01%	803
2022 Q4	$227K	Buy	+4,411	New	+$222K	0.01%	791
2022 Q2	–	Sell	-4,110	Closed	-$218K	–	842
2022 Q1	$218K	Sell	4,110 -265	-6%	-$14K	0.01%	776
2021 Q4	$266K	Buy	+4,375	New	+$254K	0.01%	685

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

Ameritas Advisory Services's PHO Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Invesco Water Resources ETF (PHO) in Q2 2026: 5,146 shares worth $356K. The stake represents 0.01% of the portfolio and ranks #893 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in PHO as recently as Q4 2025.

Ameritas Advisory Services first reported a position in PHO in Q4 2021 and has held it in 14 quarters since. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Ameritas Advisory Services held 5,146 shares of Invesco Water Resources ETF worth $356K as of Q2 2026.
Invesco Water Resources ETF was a new Ameritas Advisory Services position in Q2 2026.
Invesco Water Resources ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #893 holding.
Ameritas Advisory Services first reported a position in Invesco Water Resources ETF in Q4 2021 and has held it in 14 quarters since.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.