CFG
PHO icon

Clayton Financial Group’s Invesco Water Resources ETF PHO Stock Holding History

Clayton Financial Group’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
Q3 		$6.78K Buy
+100
New +$7K ﹤0.01% 199
2026
Q2 		– Sell
-100
Closed -$6.69K – 439
2026
Q1 		$6.69K Hold
100
– – ﹤0.01% 275
2025
Q4 		$7.04K Hold
100
– – ﹤0.01% 269
2025
Q3 		$7.21K Buy
+100
New +$7.16K 0.01% 151

Other funds holding PHO

PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
GCL
Gouws Capital LLC Charlotte, North Carolina $212M AUM 34.97% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Clayton Financial Group's PHO Position: Q3 2026 in Review

Clayton Financial Group opened a new position in Invesco Water Resources ETF (PHO) in Q3 2026: 100 shares worth $6.78K. The stake represents ﹤0.01% of the portfolio and ranks #199 among its holdings. This is a return to the name: Clayton Financial Group previously reported a position in PHO as recently as Q1 2026.

Clayton Financial Group first reported a position in PHO in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.21K in Q3 2025. 27 funds tracked by Wall St. Rank hold PHO as of Q3 2026.

  • Clayton Financial Group held 100 shares of Invesco Water Resources ETF worth $6.78K as of Q3 2026.
  • Invesco Water Resources ETF was a new Clayton Financial Group position in Q3 2026.
  • Invesco Water Resources ETF made up ﹤0.01% of Clayton Financial Group's portfolio in Q3 2026, its #199 holding.
  • Clayton Financial Group first reported a position in Invesco Water Resources ETF in Q3 2025 and has held it in 4 quarters since.
  • Clayton Financial Group's Invesco Water Resources ETF position peaked at $7.21K in Q3 2025.
  • 27 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2026.

Based on Clayton Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.