Compass Financial Management’s Invesco Water Resources ETF PHO Stock Holding History

Compass Financial 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 Q2	$14.6K	Buy	+200	New	+$13.5K	﹤0.01%	970

Other funds holding PHO

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Compass Financial Management's PHO Position: Q2 2026 in Review

Compass Financial Management opened a new position in Invesco Water Resources ETF (PHO) in Q2 2026: 200 shares worth $14.6K. The stake represents ﹤0.01% of the portfolio and ranks #970 among its holdings.

362 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Compass Financial Management held 200 shares of Invesco Water Resources ETF worth $14.6K as of Q2 2026.
Invesco Water Resources ETF was a new Compass Financial Management position in Q2 2026.
Invesco Water Resources ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #970 holding.
362 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.