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Atria Wealth Solutions’s Invesco Water Resources ETF PHO Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$2.11M Sell
30,127
-11,014
-27% -$731K 0.05% 404
2025
Q1 		$2.65M Buy
41,141
+3,419
+9% +$227K 0.03% 535
2024
Q4 		$2.48M Buy
37,722
+2,446
+7% +$171K 0.03% 563
2024
Q3 		$2.49M Buy
35,276
+454
+1% +$30.8K 0.03% 553
2024
Q2 		$2.26M Sell
34,822
-6,762
-16% -$445K 0.02% 589
2024
Q1 		$2.77M Buy
41,584
+1,207
+3% +$75K 0.03% 522
2023
Q4 		$2.46M Buy
40,377
+1,515
+4% +$83.4K 0.03% 544
2023
Q3 		$2.07M Sell
38,862
-692
-2% -$38.8K 0.03% 551
2023
Q2 		$2.23M Buy
39,554
+1,971
+5% +$105K 0.03% 532
2023
Q1 		$2.01M Sell
37,583
-310
-0.8% -$16.4K 0.03% 540
2022
Q4 		$1.95M Sell
37,893
-1,529
-4% -$77.1K 0.03% 522
2022
Q3 		$1.8M Sell
39,422
-1,375
-3% -$68.6K 0.03% 522
2022
Q2 		$1.89M Buy
40,797
+4,177
+11% +$204K 0.04% 464
2022
Q1 		$1.94M Buy
+36,620
New +$1.94M 0.03% 492

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GWM
Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Atria Wealth Solutions's PHO Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Invesco Water Resources ETF (PHO) stake by 27% in Q2 2025, selling an estimated $731K and leaving 30,127 shares worth $2.11M. The position accounts for 0.05% of the portfolio, ranked #404.

Atria Wealth Solutions first reported a position in PHO in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.77M in Q1 2024. 394 funds tracked by Wall St. Rank hold PHO as of Q2 2025.

  • Atria Wealth Solutions held 30,127 shares of Invesco Water Resources ETF worth $2.11M as of Q2 2025.
  • Atria Wealth Solutions sold 11,014 Invesco Water Resources ETF shares in Q2 2025, an estimated $731K.
  • Invesco Water Resources ETF made up 0.05% of Atria Wealth Solutions's portfolio in Q2 2025, its #404 holding.
  • Atria Wealth Solutions first reported a position in Invesco Water Resources ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Invesco Water Resources ETF position peaked at $2.77M in Q1 2024.
  • 394 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.