Chemistry Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History

Chemistry Wealth 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	$225K	Buy	3,261 +1	+0%	+$68	0.04%	196
2026 Q1	$218K	Hold	3,260	–	–	0.04%	196
2025 Q4	$230K	Buy	3,260 +416	+15%	+$30K	0.04%	182
2025 Q3	$205K	Buy	+2,844	New	+$204K	0.04%	196
2024 Q4	–	Sell	-2,844	Closed	-$201K	–	189
2024 Q3	$201K	Buy	+2,844	New	+$193K	0.05%	173

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

Chemistry Wealth Management's PHO Position: Q2 2026 in Review

Chemistry Wealth Management increased its Invesco Water Resources ETF (PHO) stake by 0.03% in Q2 2026, buying an estimated $68 and bringing the position to 3,261 shares worth $225K. The position accounts for 0.04% of the portfolio, ranked #196.

Chemistry Wealth Management first reported a position in PHO in Q3 2024 and has held it in 5 quarters since. The position peaked at $230K in Q4 2025. 381 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Chemistry Wealth Management held 3,261 shares of Invesco Water Resources ETF worth $225K as of Q2 2026.
Chemistry Wealth Management bought 1 Invesco Water Resources ETF share in Q2 2026, an estimated $68.
Invesco Water Resources ETF made up 0.04% of Chemistry Wealth Management's portfolio in Q2 2026, its #196 holding.
Chemistry Wealth Management first reported a position in Invesco Water Resources ETF in Q3 2024 and has held it in 5 quarters since.
Chemistry Wealth Management's Invesco Water Resources ETF position peaked at $230K in Q4 2025.
381 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.