Center for Financial Planning’s Invesco Water Resources ETF PHO Stock Holding History

Center for Financial Planning’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	$13.8K	Hold	200	–	–	﹤0.01%	466
2026 Q1	$13.4K	Hold	200	–	–	﹤0.01%	461
2025 Q4	$14.1K	Hold	200	–	–	﹤0.01%	450
2025 Q3	$14.4K	Hold	200	–	–	﹤0.01%	460
2025 Q2	$14K	Hold	200	–	–	﹤0.01%	429
2025 Q1	$12.9K	Hold	200	–	–	﹤0.01%	443
2024 Q4	$13.2K	Hold	200	–	–	﹤0.01%	387
2024 Q3	$14.1K	Hold	200	–	–	﹤0.01%	367
2024 Q2	$13K	Hold	200	–	–	﹤0.01%	367
2024 Q1	$13.3K	Buy	+200	New	+$12.4K	﹤0.01%	372

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

Center for Financial Planning's PHO Position: Q2 2026 in Review

Center for Financial Planning held its Invesco Water Resources ETF (PHO) position steady in Q2 2026 at 200 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Center for Financial Planning first reported a position in PHO in Q1 2024 and has held it in 10 quarters since. The position peaked at $14.4K in Q3 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Center for Financial Planning held 200 shares of Invesco Water Resources ETF worth $13.8K as of Q2 2026.
Center for Financial Planning left its Invesco Water Resources ETF share count unchanged in Q2 2026.
Invesco Water Resources ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #466 holding.
Center for Financial Planning first reported a position in Invesco Water Resources ETF in Q1 2024 and has held it in 10 quarters since.
Center for Financial Planning's Invesco Water Resources ETF position peaked at $14.4K in Q3 2025.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.