Clearstead Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Clearstead Advisors’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	$363K	Buy	5,257 +5,000	+1,946%	+$338K	﹤0.01%	862
2026 Q1	$17.2K	Hold	257	–	–	﹤0.01%	1481
2025 Q4	$18.1K	Hold	257	–	–	﹤0.01%	1745
2025 Q3	$18.5K	Hold	257	–	–	﹤0.01%	1678
2025 Q2	$18K	Hold	257	–	–	﹤0.01%	1667
2025 Q1	$16.6K	Hold	257	–	–	﹤0.01%	1474
2024 Q4	$16.9K	Hold	257	–	–	﹤0.01%	1437
2024 Q3	$18.1K	Hold	257	–	–	﹤0.01%	1448
2024 Q2	$16.7K	Hold	257	–	–	﹤0.01%	1428
2024 Q1	$17.4K	Hold	257	–	–	﹤0.01%	966
2023 Q4	$15.6K	Hold	257	–	–	﹤0.01%	982
2023 Q3	$13.7K	Hold	257	–	–	﹤0.01%	946
2023 Q2	$14.5K	Hold	257	–	–	﹤0.01%	937
2023 Q1	$13.7K	Hold	257	–	–	﹤0.01%	906
2022 Q4	$13.2K	Hold	257	–	–	﹤0.01%	870
2022 Q3	$12K	Hold	257	–	–	﹤0.01%	863
2022 Q2	$12K	Hold	257	–	–	﹤0.01%	900
2022 Q1	$14K	Hold	257	–	–	﹤0.01%	932
2021 Q4	$16K	Hold	257	–	–	﹤0.01%	865
2021 Q3	$14K	Buy	257 +57	+29%	+$3.23K	﹤0.01%	890
2021 Q2	$11K	Hold	200	–	–	﹤0.01%	790
2021 Q1	$10K	Hold	200	–	–	﹤0.01%	784
2020 Q4	$9K	Hold	200	–	–	﹤0.01%	737
2020 Q3	$8K	Hold	200	–	–	﹤0.01%	697
2020 Q2	$7K	Hold	200	–	–	﹤0.01%	636
2020 Q1	$6K	Buy	+200	New	+$7.42K	﹤0.01%	627

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

Clearstead Advisors's PHO Position: Q2 2026 in Review

Clearstead Advisors increased its Invesco Water Resources ETF (PHO) stake by 1,946% in Q2 2026, buying an estimated $338K and bringing the position to 5,257 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

Clearstead Advisors first reported a position in PHO in Q1 2020 and has held it in 26 quarters since. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Clearstead Advisors held 5,257 shares of Invesco Water Resources ETF worth $363K as of Q2 2026.
Clearstead Advisors bought 5,000 Invesco Water Resources ETF shares in Q2 2026, an estimated $338K.
Invesco Water Resources ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #862 holding.
Clearstead Advisors first reported a position in Invesco Water Resources ETF in Q1 2020 and has held it in 26 quarters since.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.