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

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

DADC

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

SCM

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

ACA

AllStreet Capital Advisors Los Angeles, California $154M AUM

KAS

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

CCA

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

RMAM

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

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. 167 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.
167 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.