Beese Fulmer Investment Management’s Invesco Water Resources ETF PHO Stock Holding History

Beese Fulmer Investment Management’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	$490K	Hold	7,100	–	–	0.03%	216
2026 Q1	$475K	Hold	7,100	–	–	0.03%	212
2025 Q4	$500K	Hold	7,100	–	–	0.03%	196
2025 Q3	$512K	Sell	7,100 -12	-0.2%	-$860	0.04%	183
2025 Q2	$497K	Buy	7,112 +179	+3%	+$11.9K	0.04%	180
2025 Q1	$447K	Buy	+6,933	New	+$461K	0.04%	166
2024 Q4	–	Sell	-3,033	Closed	-$214K	–	234
2024 Q3	$214K	Buy	+3,033	New	+$206K	0.02%	221
2024 Q2	–	Sell	-3,033	Closed	-$202K	–	230
2024 Q1	$202K	Buy	+3,033	New	+$188K	0.02%	219

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

Beese Fulmer Investment Management's PHO Position: Q2 2026 in Review

Beese Fulmer Investment Management held its Invesco Water Resources ETF (PHO) position steady in Q2 2026 at 7,100 shares worth $490K. The position accounts for 0.03% of the portfolio, ranked #216.

Beese Fulmer Investment Management first reported a position in PHO in Q1 2024 and has held it in 8 quarters since. The position peaked at $512K in Q3 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Beese Fulmer Investment Management held 7,100 shares of Invesco Water Resources ETF worth $490K as of Q2 2026.
Beese Fulmer Investment Management left its Invesco Water Resources ETF share count unchanged in Q2 2026.
Invesco Water Resources ETF made up 0.03% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #216 holding.
Beese Fulmer Investment Management first reported a position in Invesco Water Resources ETF in Q1 2024 and has held it in 8 quarters since.
Beese Fulmer Investment Management's Invesco Water Resources ETF position peaked at $512K in Q3 2025.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.