Columbus Macro’s Invesco Water Resources ETF PHO Stock Holding History

Columbus Macro’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	$464K	Buy	6,719 +12	+0.2%	+$810	0.05%	178
2026 Q1	$448K	Buy	6,707 +10	+0.1%	+$712	0.05%	164
2025 Q4	$471K	Buy	6,697 +8	+0.1%	+$576	0.05%	165
2025 Q3	$482K	Buy	6,689 +9	+0.1%	+$645	0.05%	167
2025 Q2	$467K	Hold	6,680	–	–	0.06%	166
2025 Q1	$431K	Hold	6,680	–	–	0.06%	164
2024 Q4	$439K	Hold	6,680	–	–	0.06%	163
2024 Q3	$471K	Buy	+6,680	New	+$454K	0.17%	137
2023 Q4	–	Sell	-11,900	Closed	-$633K	–	185
2023 Q3	$633K	Buy	+11,900	New	+$668K	0.27%	112
2023 Q1	–	Sell	-11,556	Closed	-$596K	–	177
2022 Q4	$596K	Sell	11,556 -540	-4%	-$27.2K	0.23%	108
2022 Q3	$553K	Buy	+12,096	New	+$604K	0.23%	112
2022 Q1	–	Sell	-20,046	Closed	-$1.22M	–	178
2021 Q4	$1.22M	Sell	20,046 -1,003	-5%	-$58.3K	0.41%	78
2021 Q3	$1.15M	Buy	+21,049	New	+$1.19M	0.38%	80

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

Columbus Macro's PHO Position: Q2 2026 in Review

Columbus Macro increased its Invesco Water Resources ETF (PHO) stake by 0.18% in Q2 2026, buying an estimated $810 and bringing the position to 6,719 shares worth $464K. The position accounts for 0.05% of the portfolio, ranked #178.

Columbus Macro first reported a position in PHO in Q3 2021 and has held it in 13 quarters since. The position peaked at $1.22M in Q4 2021. 380 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Columbus Macro held 6,719 shares of Invesco Water Resources ETF worth $464K as of Q2 2026.
Columbus Macro bought 12 Invesco Water Resources ETF shares in Q2 2026, an estimated $810.
Invesco Water Resources ETF made up 0.05% of Columbus Macro's portfolio in Q2 2026, its #178 holding.
Columbus Macro first reported a position in Invesco Water Resources ETF in Q3 2021 and has held it in 13 quarters since.
Columbus Macro's Invesco Water Resources ETF position peaked at $1.22M in Q4 2021.
380 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Columbus Macro's 13F filing for Q2 2026, filed 22 Jul 2026.