Bravias Capital Group’s Invesco Water Resources ETF PHO Stock Holding History

Bravias Capital 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	$1.8M	Buy	26,018 +776	+3%	+$52.4K	1.07%	22
2026 Q1	$1.69M	Buy	25,242 +2,221	+10%	+$158K	1.1%	19
2025 Q4	$1.62M	Buy	23,021 +6,013	+35%	+$433K	0.98%	23
2025 Q3	$1.23M	Buy	17,008 +4,284	+34%	+$307K	0.82%	27
2025 Q2	$890K	Buy	12,724 +1,181	+10%	+$78.4K	0.65%	31
2025 Q1	$745K	Buy	11,543 +913	+9%	+$60.8K	0.6%	34
2024 Q4	$727K	Buy	+10,630	New	+$741K	0.59%	33

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

Bravias Capital Group's PHO Position: Q2 2026 in Review

Bravias Capital Group increased its Invesco Water Resources ETF (PHO) stake by 3.1% in Q2 2026, buying an estimated $52.4K and bringing the position to 26,018 shares worth $1.8M. The position accounts for 1.07% of the portfolio, ranked #22.

Bravias Capital Group first reported a position in PHO in Q4 2024 and has held it in 7 quarters since. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Bravias Capital Group held 26,018 shares of Invesco Water Resources ETF worth $1.8M as of Q2 2026.
Bravias Capital Group bought 776 Invesco Water Resources ETF shares in Q2 2026, an estimated $52.4K.
Invesco Water Resources ETF made up 1.07% of Bravias Capital Group's portfolio in Q2 2026, its #22 holding.
Bravias Capital Group first reported a position in Invesco Water Resources ETF in Q4 2024 and has held it in 7 quarters since.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Bravias Capital Group's 13F filing for Q2 2026, filed 30 Jul 2026.