Atria Investments’s Invesco Water Resources ETF PHO Stock Holding History

Atria Investments’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	$31.7M	Buy	458,767 +104,795	+30%	+$7.07M	0.32%	51
2026 Q1	$23.7M	Buy	353,972 +308,379	+676%	+$22M	0.26%	64
2025 Q4	$3.21M	Buy	+45,593	New	+$3.29M	0.04%	538
2019 Q2	–	Sell	-38,898	Closed	-$1.32M	–	1060
2019 Q1	$1.32M	Buy	+38,898	New	+$1.24M	0.06%	282

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Atria Investments's PHO Position: Q2 2026 in Review

Atria Investments increased its Invesco Water Resources ETF (PHO) stake by 30% in Q2 2026, buying an estimated $7.07M and bringing the position to 458,767 shares worth $31.7M. The position accounts for 0.32% of the portfolio, ranked #51.

Atria Investments first reported a position in PHO in Q1 2019 and has held it in 4 quarters since. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Atria Investments held 458,767 shares of Invesco Water Resources ETF worth $31.7M as of Q2 2026.
Atria Investments bought 104,795 Invesco Water Resources ETF shares in Q2 2026, an estimated $7.07M.
Invesco Water Resources ETF made up 0.32% of Atria Investments's portfolio in Q2 2026, its #51 holding.
Atria Investments first reported a position in Invesco Water Resources ETF in Q1 2019 and has held it in 4 quarters since.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.