ACA
PHO icon

Aptus Capital Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Aptus Capital Advisors’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 		$165K Buy
2,395
+150
+7% +$10.1K ﹤0.01% 1160
2026
Q1 		$150K Buy
2,245
+150
+7% +$10.7K ﹤0.01% 1061
2025
Q4 		$148K Hold
2,095
– – ﹤0.01% 1085
2025
Q3 		$151K Hold
2,095
– – ﹤0.01% 1026
2025
Q2 		$146K Hold
2,095
– – ﹤0.01% 999
2025
Q1 		$135K Buy
2,095
+175
+9% +$11.6K ﹤0.01% 961
2024
Q4 		$126K Hold
1,920
– – ﹤0.01% 969
2024
Q3 		$135K Sell
1,920
-175
-8% -$11.9K ﹤0.01% 815
2024
Q2 		$136K Sell
2,095
-75
-3% -$4.93K ﹤0.01% 780
2024
Q1 		$144K Hold
2,170
– – ﹤0.01% 771
2023
Q4 		$132K Sell
2,170
-307
-12% -$16.9K ﹤0.01% 592
2023
Q3 		$132K Buy
2,477
+1,040
+72% +$58.4K ﹤0.01% 598
2023
Q2 		$81K Buy
1,437
+786
+121% +$42K ﹤0.01% 539
2023
Q1 		$34.7K Sell
651
-403
-38% -$21.4K ﹤0.01% 592
2022
Q4 		$54.3K Buy
1,054
+1
+0.1% +$50 ﹤0.01% 593
2022
Q3 		$48K Buy
1,053
+978
+1,304% +$48.8K ﹤0.01% 556
2022
Q2 		$3K Hold
75
– – ﹤0.01% 633
2022
Q1 		$4K Hold
75
– – ﹤0.01% 644
2021
Q4 		$5K Hold
75
– – ﹤0.01% 521
2021
Q3 		$4K Buy
+75
New +$4.26K ﹤0.01% 503

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

Aptus Capital Advisors's PHO Position: Q2 2026 in Review

Aptus Capital Advisors increased its Invesco Water Resources ETF (PHO) stake by 6.7% in Q2 2026, buying an estimated $10.1K and bringing the position to 2,395 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

Aptus Capital Advisors first reported a position in PHO in Q3 2021 and has held it in 20 quarters since. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • Aptus Capital Advisors held 2,395 shares of Invesco Water Resources ETF worth $165K as of Q2 2026.
  • Aptus Capital Advisors bought 150 Invesco Water Resources ETF shares in Q2 2026, an estimated $10.1K.
  • Invesco Water Resources ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1160 holding.
  • Aptus Capital Advisors first reported a position in Invesco Water Resources ETF in Q3 2021 and has held it in 20 quarters since.
  • 379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.