Capital Investment Counsel Inc’s Invesco Water Resources ETF PHO Stock Holding History

Capital Investment Counsel 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	$1.73K	Buy	+25	New	+$1.69K	﹤0.01%	264

Other funds holding PHO

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

Commonwealth Equity Services

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

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

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

AllStreet Capital Advisors Los Angeles, California $154M AUM

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Raab & Moskowitz Asset Management Chatham, New Jersey $497M AUM 26.8% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Capital Investment Counsel Inc's PHO Position: Q2 2026 in Review

Capital Investment Counsel Inc opened a new position in Invesco Water Resources ETF (PHO) in Q2 2026: 25 shares worth $1.73K. The stake represents ﹤0.01% of the portfolio and ranks #264 among its holdings.

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

Capital Investment Counsel Inc held 25 shares of Invesco Water Resources ETF worth $1.73K as of Q2 2026.
Invesco Water Resources ETF was a new Capital Investment Counsel Inc position in Q2 2026.
Invesco Water Resources ETF made up ﹤0.01% of Capital Investment Counsel Inc's portfolio in Q2 2026, its #264 holding.
160 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Capital Investment Counsel Inc's 13F filing for Q2 2026, filed 27 Jul 2026.