Buck Wealth Strategies’s Invesco Water Resources ETF PHO Stock Holding History

Buck Wealth Strategies’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	$34.5K	Buy	+500	New	+$33.8K	﹤0.01%	397

Other funds holding PHO

LPL Financial San Diego, California $445B AUM 25.58% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Hamilton Wealth Encino, California $546M AUM 31.66% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

WealthSpring Partners Long Beach, California $116M AUM

SCM

Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return

Buck Wealth Strategies's PHO Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Invesco Water Resources ETF (PHO) in Q2 2026: 500 shares worth $34.5K. The stake represents ﹤0.01% of the portfolio and ranks #397 among its holdings.

238 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Buck Wealth Strategies held 500 shares of Invesco Water Resources ETF worth $34.5K as of Q2 2026.
Invesco Water Resources ETF was a new Buck Wealth Strategies position in Q2 2026.
Invesco Water Resources ETF made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #397 holding.
238 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.