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Bayban’s Invesco Water Resources ETF PHO Stock Holding History

Bayban’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 		$14.5K Hold
210
– – 0.01% 382
2026
Q1 		$14K Hold
210
– – 0.01% 383
2025
Q4 		$14.8K Buy
+210
New +$15.1K 0.01% 364

Other funds holding PHO

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
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bayban's PHO Position: Q2 2026 in Review

Bayban held its Invesco Water Resources ETF (PHO) position steady in Q2 2026 at 210 shares worth $14.5K. The position accounts for 0.01% of the portfolio, ranked #382.

Bayban first reported a position in PHO in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.8K in Q4 2025. 362 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • Bayban held 210 shares of Invesco Water Resources ETF worth $14.5K as of Q2 2026.
  • Bayban left its Invesco Water Resources ETF share count unchanged in Q2 2026.
  • Invesco Water Resources ETF made up 0.01% of Bayban's portfolio in Q2 2026, its #382 holding.
  • Bayban first reported a position in Invesco Water Resources ETF in Q4 2025 and has held it in 3 quarters since.
  • Bayban's Invesco Water Resources ETF position peaked at $14.8K in Q4 2025.
  • 362 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Bayban's 13F filing for Q2 2026, filed 30 Jul 2026.