Continuum Advisory’s Invesco Water Resources ETF PHO Stock Holding History

Continuum Advisory’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	$4.01K	Buy	+58	New	+$3.92K	﹤0.01%	1533
2025 Q2	–	Sell	-191	Closed	-$12.3K	–	1239
2025 Q1	$12.3K	Hold	191	–	–	﹤0.01%	936
2024 Q4	$12.6K	Hold	191	–	–	﹤0.01%	945
2024 Q3	$13.3K	Hold	191	–	–	﹤0.01%	930
2024 Q2	$12.4K	Hold	191	–	–	﹤0.01%	892
2024 Q1	$13K	Buy	+191	New	+$11.9K	﹤0.01%	883

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

Continuum Advisory's PHO Position: Q2 2026 in Review

Continuum Advisory opened a new position in Invesco Water Resources ETF (PHO) in Q2 2026: 58 shares worth $4.01K. The stake represents ﹤0.01% of the portfolio and ranks #1533 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in PHO as recently as Q1 2025.

Continuum Advisory first reported a position in PHO in Q1 2024 and has held it in 6 quarters since. The position peaked at $13.3K in Q3 2024. 381 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Continuum Advisory held 58 shares of Invesco Water Resources ETF worth $4.01K as of Q2 2026.
Invesco Water Resources ETF was a new Continuum Advisory position in Q2 2026.
Invesco Water Resources ETF made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1533 holding.
Continuum Advisory first reported a position in Invesco Water Resources ETF in Q1 2024 and has held it in 6 quarters since.
Continuum Advisory's Invesco Water Resources ETF position peaked at $13.3K in Q3 2024.
381 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.