AWM
PHO icon

Apollon Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History

Apollon Wealth 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
Q1 		$796K Sell
11,907
-2,173
-15% -$155K 0.01% 688
2025
Q4 		$991K Sell
14,080
-88
-0.6% -$6.34K 0.02% 570
2025
Q3 		$1.02M Buy
14,168
+1
+0% +$72 0.02% 561
2025
Q2 		$990K Sell
14,167
-804
-5% -$53.4K 0.02% 555
2025
Q1 		$966K Buy
14,971
+523
+4% +$34.8K 0.02% 518
2024
Q4 		$951K Sell
14,448
-351
-2% -$24.5K 0.02% 535
2024
Q3 		$1.04M Sell
14,799
-39
-0.3% -$2.65K 0.03% 477
2024
Q2 		$963K Sell
14,838
-2,267
-13% -$149K 0.03% 482
2024
Q1 		$1.14M Sell
17,105
-15,951
-48% -$991K 0.04% 432
2023
Q4 		$2.01M Buy
33,056
+2,470
+8% +$136K 0.07% 257
2023
Q3 		$1.63M Buy
30,586
+20,192
+194% +$1.13M 0.08% 241
2023
Q2 		$586K Buy
10,394
+138
+1% +$7.38K 0.03% 548
2023
Q1 		$547K Buy
10,256
+2
+0% +$106 0.03% 510
2022
Q4 		$529K Sell
10,254
-1,097
-10% -$55.3K 0.04% 494
2022
Q3 		$519K Sell
11,351
-29
-0.3% -$1.45K 0.04% 433
2022
Q2 		$526K Sell
11,380
-1,175
-9% -$57.3K 0.04% 410
2022
Q1 		$666K Sell
12,555
-294
-2% -$15.6K 0.05% 384
2021
Q4 		$782K Buy
+12,849
New +$747K 0.06% 352

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Apollon Wealth Management's PHO Position: Q1 2026 in Review

Apollon Wealth Management reduced its Invesco Water Resources ETF (PHO) stake by 15% in Q1 2026, selling an estimated $155K and leaving 11,907 shares worth $796K. The position accounts for 0.01% of the portfolio, ranked #688.

Apollon Wealth Management first reported a position in PHO in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.01M in Q4 2023. 365 funds tracked by Wall St. Rank hold PHO as of Q1 2026.

  • Apollon Wealth Management held 11,907 shares of Invesco Water Resources ETF worth $796K as of Q1 2026.
  • Apollon Wealth Management sold 2,173 Invesco Water Resources ETF shares in Q1 2026, an estimated $155K.
  • Invesco Water Resources ETF made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #688 holding.
  • Apollon Wealth Management first reported a position in Invesco Water Resources ETF in Q4 2021 and has held it in 18 quarters since.
  • Apollon Wealth Management's Invesco Water Resources ETF position peaked at $2.01M in Q4 2023.
  • 365 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.