Arax Advisory Partners’s Invesco Water Resources ETF PHO Stock Holding History

Arax Advisory Partners’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	$728K	Buy	10,546 +8,655	+458%	+$584K	﹤0.01%	1392
2026 Q1	$126K	Buy	1,891 +143	+8%	+$10.2K	﹤0.01%	1276
2025 Q4	$123K	Buy	+1,748	New	+$126K	﹤0.01%	1244
2025 Q3	–	Sell	-2,011	Closed	-$141K	–	4102
2025 Q2	$141K	Buy	2,011 +20	+1%	+$1.33K	0.01%	794
2025 Q1	$128K	Hold	1,991	–	–	0.01%	652
2024 Q4	$131K	Hold	1,991	–	–	0.01%	596
2024 Q3	$140K	Hold	1,991	–	–	0.01%	420
2024 Q2	$129K	Buy	1,991 +550	+38%	+$36.2K	0.01%	422
2024 Q1	$95.9K	Hold	1,441	–	–	0.01%	397
2023 Q4	$87.7K	Hold	1,441	–	–	0.01%	400
2023 Q3	$76.6K	Hold	1,441	–	–	0.01%	396
2023 Q2	$81.3K	Sell	1,441 -92	-6%	-$4.92K	0.01%	386
2023 Q1	$81.8K	Hold	1,533	–	–	0.01%	381
2022 Q4	$79K	Hold	1,533	–	–	0.01%	368
2022 Q3	$70K	Hold	1,533	–	–	0.01%	374
2022 Q2	$71K	Hold	1,533	–	–	0.01%	373
2022 Q1	$81K	Hold	1,533	–	–	0.01%	373
2021 Q4	$93K	Hold	1,533	–	–	0.01%	356
2021 Q3	$84K	Buy	1,533 +25	+2%	+$1.42K	0.01%	369
2021 Q2	$81K	Buy	+1,508	New	+$78.9K	0.01%	380

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

Arax Advisory Partners's PHO Position: Q2 2026 in Review

Arax Advisory Partners increased its Invesco Water Resources ETF (PHO) stake by 458% in Q2 2026, buying an estimated $584K and bringing the position to 10,546 shares worth $728K. The position accounts for ﹤0.01% of the portfolio, ranked #1392.

Arax Advisory Partners first reported a position in PHO in Q2 2021 and has held it in 20 quarters since. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Arax Advisory Partners held 10,546 shares of Invesco Water Resources ETF worth $728K as of Q2 2026.
Arax Advisory Partners bought 8,655 Invesco Water Resources ETF shares in Q2 2026, an estimated $584K.
Invesco Water Resources ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1392 holding.
Arax Advisory Partners first reported a position in Invesco Water Resources ETF in Q2 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 Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.