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Brookwood Investment Group’s Invesco Water Resources ETF PHO Stock Holding History

Brookwood Investment 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 		$211K Hold
3,059
– – 0.02% 492
2026
Q1 		$205K Hold
3,059
– – 0.03% 482
2025
Q4 		$215K Hold
3,059
– – 0.03% 468
2025
Q3 		$221K Hold
3,059
– – 0.03% 435
2025
Q2 		$214K Buy
+3,059
New +$203K 0.03% 403

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Brookwood Investment Group's PHO Position: Q2 2026 in Review

Brookwood Investment Group held its Invesco Water Resources ETF (PHO) position steady in Q2 2026 at 3,059 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #492.

Brookwood Investment Group first reported a position in PHO in Q2 2025 and has held it in 5 quarters since. The position peaked at $221K in Q3 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • Brookwood Investment Group held 3,059 shares of Invesco Water Resources ETF worth $211K as of Q2 2026.
  • Brookwood Investment Group left its Invesco Water Resources ETF share count unchanged in Q2 2026.
  • Invesco Water Resources ETF made up 0.02% of Brookwood Investment Group's portfolio in Q2 2026, its #492 holding.
  • Brookwood Investment Group first reported a position in Invesco Water Resources ETF in Q2 2025 and has held it in 5 quarters since.
  • Brookwood Investment Group's Invesco Water Resources ETF position peaked at $221K in Q3 2025.
  • 379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.