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

Cherry Tree 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 Q1	$67K	Hold	1,002	–	–	0.01%	246
2025 Q4	$70.6K	Hold	1,002	–	–	0.01%	241
2025 Q3	$72.3K	Hold	1,002	–	–	0.02%	238
2025 Q2	$70K	Hold	1,002	–	–	0.02%	239
2025 Q1	$64.7K	Hold	1,002	–	–	0.02%	242
2024 Q4	$65.9K	Hold	1,002	–	–	0.02%	237
2024 Q3	$70.7K	Hold	1,002	–	–	0.02%	240
2024 Q2	$65K	Hold	1,002	–	–	0.02%	240
2024 Q1	$66.7K	Hold	1,002	–	–	0.02%	236
2023 Q4	$61K	Hold	1,002	–	–	0.02%	229
2023 Q3	$53.3K	Hold	1,002	–	–	0.02%	229
2023 Q2	$56.5K	Buy	+1,002	New	+$53.6K	0.02%	221

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cherry Tree Wealth Management's PHO Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Invesco Water Resources ETF (PHO) position steady in Q1 2026 at 1,002 shares worth $67K. The position accounts for 0.01% of the portfolio, ranked #246.

Cherry Tree Wealth Management first reported a position in PHO in Q2 2023 and has held it in 12 quarters since. The position peaked at $72.3K in Q3 2025. 366 funds tracked by Wall St. Rank hold PHO as of Q1 2026.

Cherry Tree Wealth Management held 1,002 shares of Invesco Water Resources ETF worth $67K as of Q1 2026.
Cherry Tree Wealth Management left its Invesco Water Resources ETF share count unchanged in Q1 2026.
Invesco Water Resources ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #246 holding.
Cherry Tree Wealth Management first reported a position in Invesco Water Resources ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Invesco Water Resources ETF position peaked at $72.3K in Q3 2025.
366 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.