Benjamin Edwards Inc’s Invesco Water Resources ETF PHO Stock Holding History

Benjamin Edwards Inc’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	$214K	Hold	3,090	–	–	﹤0.01%	1359
2026 Q1	$207K	Hold	3,090	–	–	﹤0.01%	1296
2025 Q4	$218K	Hold	3,090	–	–	﹤0.01%	1228
2025 Q3	$223K	Sell	3,090 -383	-11%	-$27.4K	﹤0.01%	1211
2025 Q2	$243K	Sell	3,473 -64	-2%	-$4.25K	﹤0.01%	1059
2025 Q1	$228K	Hold	3,537	–	–	﹤0.01%	1009
2024 Q4	$233K	Hold	3,537	–	–	﹤0.01%	1045
2024 Q3	$250K	Buy	+3,537	New	+$240K	﹤0.01%	1002

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

Benjamin Edwards Inc's PHO Position: Q2 2026 in Review

Benjamin Edwards Inc held its Invesco Water Resources ETF (PHO) position steady in Q2 2026 at 3,090 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

Benjamin Edwards Inc first reported a position in PHO in Q3 2024 and has held it in 8 quarters since. The position peaked at $250K in Q3 2024. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Benjamin Edwards Inc held 3,090 shares of Invesco Water Resources ETF worth $214K as of Q2 2026.
Benjamin Edwards Inc left its Invesco Water Resources ETF share count unchanged in Q2 2026.
Invesco Water Resources ETF made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1359 holding.
Benjamin Edwards Inc first reported a position in Invesco Water Resources ETF in Q3 2024 and has held it in 8 quarters since.
Benjamin Edwards Inc's Invesco Water Resources ETF position peaked at $250K in Q3 2024.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.