Byrne Asset Management’s Invesco Water Resources ETF PHO Stock Holding History

Byrne Asset 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	$51.8K	Hold	750	–	–	0.03%	286
2026 Q1	$50.1K	Hold	750	–	–	0.03%	281
2025 Q4	$52.8K	Hold	750	–	–	0.03%	271
2025 Q3	$54.1K	Sell	750 -40	-5%	-$2.87K	0.03%	223
2025 Q2	$55.2K	Hold	790	–	–	0.04%	205
2025 Q1	$51K	Hold	790	–	–	0.04%	204
2024 Q4	$52K	Hold	790	–	–	0.04%	191
2024 Q3	$55.7K	Hold	790	–	–	0.04%	189
2024 Q2	$51.4K	Hold	790	–	–	0.04%	193
2024 Q1	$52.6K	Sell	790 -110	-12%	-$6.83K	0.04%	196
2023 Q4	$55.2K	Hold	900	–	–	0.04%	192
2023 Q3	$48K	Buy	+900	New	+$50.5K	0.04%	191
2023 Q2	–	Sell	-900	Closed	-$48.1K	–	241
2023 Q1	$48K	Hold	900	–	–	0.03%	228
2022 Q4	$46.4K	Hold	900	–	–	0.03%	233
2022 Q3	$41K	Hold	900	–	–	0.03%	222
2022 Q2	$42K	Hold	900	–	–	0.03%	208
2022 Q1	$48K	Hold	900	–	–	0.03%	214
2021 Q4	$55K	Buy	+900	New	+$52.3K	0.04%	211

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

Byrne Asset Management's PHO Position: Q2 2026 in Review

Byrne Asset Management held its Invesco Water Resources ETF (PHO) position steady in Q2 2026 at 750 shares worth $51.8K. The position accounts for 0.03% of the portfolio, ranked #286.

Byrne Asset Management first reported a position in PHO in Q4 2021 and has held it in 18 quarters since. The position peaked at $55.7K in Q3 2024. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Byrne Asset Management held 750 shares of Invesco Water Resources ETF worth $51.8K as of Q2 2026.
Byrne Asset Management left its Invesco Water Resources ETF share count unchanged in Q2 2026.
Invesco Water Resources ETF made up 0.03% of Byrne Asset Management's portfolio in Q2 2026, its #286 holding.
Byrne Asset Management first reported a position in Invesco Water Resources ETF in Q4 2021 and has held it in 18 quarters since.
Byrne Asset Management's Invesco Water Resources ETF position peaked at $55.7K in Q3 2024.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.