Arkadios Wealth Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Arkadios Wealth 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	$960K	Sell	13,892 -7	-0.1%	-$473	0.01%	819
2026 Q1	$929K	Buy	13,899 +417	+3%	+$29.7K	0.02%	826
2025 Q4	$949K	Buy	13,482 +1,732	+15%	+$125K	0.02%	726
2025 Q3	$847K	Buy	11,750 +2,400	+26%	+$172K	0.02%	709
2025 Q2	$654K	Buy	+9,350	New	+$621K	0.02%	745
2021 Q4	–	Sell	-210	Closed	-$11K	–	1433
2021 Q3	$11K	Hold	210	–	–	﹤0.01%	1418
2021 Q2	$11K	Buy	210 +100	+91%	+$5.23K	﹤0.01%	1509
2021 Q1	$5K	Buy	+110	New	+$5.32K	﹤0.01%	1373

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

Arkadios Wealth Advisors's PHO Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Invesco Water Resources ETF (PHO) stake by 0.05% in Q2 2026, selling an estimated $473 and leaving 13,892 shares worth $960K. The position accounts for 0.01% of the portfolio, ranked #819.

Arkadios Wealth Advisors first reported a position in PHO in Q1 2021 and has held it in 8 quarters since. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Arkadios Wealth Advisors held 13,892 shares of Invesco Water Resources ETF worth $960K as of Q2 2026.
Arkadios Wealth Advisors sold 7 Invesco Water Resources ETF shares in Q2 2026, an estimated $473.
Invesco Water Resources ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #819 holding.
Arkadios Wealth Advisors first reported a position in Invesco Water Resources ETF in Q1 2021 and has held it in 8 quarters since.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.