Clearwater Capital Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Clearwater Capital 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	$370K	Buy	5,351 +160	+3%	+$10.8K	0.03%	142
2026 Q1	$347K	Sell	5,191 -21	-0.4%	-$1.5K	0.03%	136
2025 Q4	$367K	Hold	5,212	–	–	0.03%	135
2025 Q3	$376K	Hold	5,212	–	–	0.03%	132
2025 Q2	$364K	Buy	5,212 +1,005	+24%	+$66.7K	0.03%	125
2025 Q1	$271K	Hold	4,207	–	–	0.03%	146
2024 Q4	$277K	Hold	4,207	–	–	0.03%	143
2024 Q3	$297K	Sell	4,207 -1,220	-22%	-$82.9K	0.03%	139
2024 Q2	$352K	Hold	5,427	–	–	0.04%	118
2024 Q1	$361K	Hold	5,427	–	–	0.04%	119
2023 Q4	$330K	Sell	5,427 -230	-4%	-$12.7K	0.04%	118
2023 Q3	$301K	Sell	5,657 -95	-2%	-$5.33K	0.04%	109
2023 Q2	$324K	Hold	5,752	–	–	0.04%	110
2023 Q1	$307K	Hold	5,752	–	–	0.04%	113
2022 Q4	$296K	Hold	5,752	–	–	0.04%	121
2022 Q3	$263K	Sell	5,752 -338	-6%	-$16.9K	0.04%	130
2022 Q2	$281K	Buy	6,090 +210	+4%	+$10.2K	0.04%	118
2022 Q1	$312K	Hold	5,880	–	–	0.04%	130
2021 Q4	$358K	Hold	5,880	–	–	0.04%	124
2021 Q3	$322K	Hold	5,880	–	–	0.04%	124
2021 Q2	$315K	Hold	5,880	–	–	0.04%	128
2021 Q1	$290K	Sell	5,880 -510	-8%	-$24.7K	0.04%	131
2020 Q4	$297K	Hold	6,390	–	–	0.04%	121
2020 Q3	$254K	Hold	6,390	–	–	0.04%	123
2020 Q2	$232K	Buy	+6,390	New	+$222K	0.04%	128
2018 Q2	–	Sell	-2,650	Closed	-$81K	–	454
2018 Q1	$81K	Buy	+2,650	New	+$81K	0.02%	253

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

Clearwater Capital Advisors's PHO Position: Q2 2026 in Review

Clearwater Capital Advisors increased its Invesco Water Resources ETF (PHO) stake by 3.1% in Q2 2026, buying an estimated $10.8K and bringing the position to 5,351 shares worth $370K. The position accounts for 0.03% of the portfolio, ranked #142.

Clearwater Capital Advisors first reported a position in PHO in Q1 2018 and has held it in 26 quarters since. The position peaked at $376K in Q3 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Clearwater Capital Advisors held 5,351 shares of Invesco Water Resources ETF worth $370K as of Q2 2026.
Clearwater Capital Advisors bought 160 Invesco Water Resources ETF shares in Q2 2026, an estimated $10.8K.
Invesco Water Resources ETF made up 0.03% of Clearwater Capital Advisors's portfolio in Q2 2026, its #142 holding.
Clearwater Capital Advisors first reported a position in Invesco Water Resources ETF in Q1 2018 and has held it in 26 quarters since.
Clearwater Capital Advisors's Invesco Water Resources ETF position peaked at $376K in Q3 2025.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

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