Ashton Thomas Private Wealth’s Invesco Water Resources ETF PHO Stock Holding History

Ashton Thomas Private Wealth’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	$25.3K	Sell	366 -284	-44%	-$19.2K	﹤0.01%	1424
2026 Q1	$43.5K	Buy	+650	New	+$46.3K	﹤0.01%	1282
2024 Q3	–	Sell	-385	Closed	-$25K	–	1484
2024 Q2	$25K	Buy	+385	New	+$25.3K	﹤0.01%	1096

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

Ashton Thomas Private Wealth's PHO Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its Invesco Water Resources ETF (PHO) stake by 44% in Q2 2026, selling an estimated $19.2K and leaving 366 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

Ashton Thomas Private Wealth first reported a position in PHO in Q2 2024 and has held it in 3 quarters since. The position peaked at $43.5K in Q1 2026. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Ashton Thomas Private Wealth held 366 shares of Invesco Water Resources ETF worth $25.3K as of Q2 2026.
Ashton Thomas Private Wealth sold 284 Invesco Water Resources ETF shares in Q2 2026, an estimated $19.2K.
Invesco Water Resources ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1424 holding.
Ashton Thomas Private Wealth first reported a position in Invesco Water Resources ETF in Q2 2024 and has held it in 3 quarters since.
Ashton Thomas Private Wealth's Invesco Water Resources ETF position peaked at $43.5K in Q1 2026.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.