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Congress Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History

Congress Wealth 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
2025
Q2 		$1.05M Sell
15,069
-14,931
-50% -$991K 0.01% 693
2025
Q1 		$1.94M Buy
30,000
+14
+0% +$932 0.02% 498
2024
Q4 		$1.97M Sell
29,986
-140
-0.5% -$9.76K 0.03% 415
2024
Q3 		$2.13M Buy
+30,126
New +$2.05M 0.03% 415

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GWM
Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Congress Wealth Management's PHO Position: Q2 2025 in Review

Congress Wealth Management reduced its Invesco Water Resources ETF (PHO) stake by 50% in Q2 2025, selling an estimated $991K and leaving 15,069 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #693.

Congress Wealth Management first reported a position in PHO in Q3 2024 and has held it in 4 quarters since. The position peaked at $2.13M in Q3 2024. 395 funds tracked by Wall St. Rank hold PHO as of Q2 2025.

  • Congress Wealth Management held 15,069 shares of Invesco Water Resources ETF worth $1.05M as of Q2 2025.
  • Congress Wealth Management sold 14,931 Invesco Water Resources ETF shares in Q2 2025, an estimated $991K.
  • Invesco Water Resources ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #693 holding.
  • Congress Wealth Management first reported a position in Invesco Water Resources ETF in Q3 2024 and has held it in 4 quarters since.
  • Congress Wealth Management's Invesco Water Resources ETF position peaked at $2.13M in Q3 2024.
  • 395 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.