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Barnes Wealth Management Group’s Invesco Water Resources ETF PHO Stock Holding History

Barnes Wealth Management Group’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 		$205K Buy
+2,969
New +$200K 0.09% 190

Other funds holding PHO

AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return
ACA
AllStreet Capital Advisors Los Angeles, California $154M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
RMAM
Raab & Moskowitz Asset Management Chatham, New Jersey $497M AUM 26.8% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
RA
Rockingstone Advisors Great Barrington, Massachusetts $249M AUM 31.06% 1-Year Est. Return

Barnes Wealth Management Group's PHO Position: Q2 2026 in Review

Barnes Wealth Management Group opened a new position in Invesco Water Resources ETF (PHO) in Q2 2026: 2,969 shares worth $205K. The stake represents 0.09% of the portfolio and ranks #190 among its holdings.

128 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • Barnes Wealth Management Group held 2,969 shares of Invesco Water Resources ETF worth $205K as of Q2 2026.
  • Invesco Water Resources ETF was a new Barnes Wealth Management Group position in Q2 2026.
  • Invesco Water Resources ETF made up 0.09% of Barnes Wealth Management Group's portfolio in Q2 2026, its #190 holding.
  • 128 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.