Coppell Advisory Solutions’s Invesco Water Resources ETF PHO Stock Holding History

Coppell Advisory Solutions’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	$4.35M	Buy	+104	New	+$7.02K	0.36%	56
2025 Q1	–	Sell	-323	Closed	-$21.3K	–	1439
2024 Q4	$21.3K	Hold	323	–	–	﹤0.01%	861
2024 Q3	$22.8K	Sell	323 -98	-23%	-$6.66K	﹤0.01%	817
2024 Q2	$27.3K	Buy	+421	New	+$27.7K	﹤0.01%	665
2023 Q4	$41.8K	Buy	+687	New	+$37.8K	0.01%	534
2023 Q3	–	Sell	-53	Closed	-$2.96K	–	1457
2023 Q2	$2.96K	Buy	+53	New	+$2.83K	﹤0.01%	957

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

Coppell Advisory Solutions's PHO Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Invesco Water Resources ETF (PHO) in Q2 2026: 104 shares worth $4.35M. The stake represents 0.36% of the portfolio and ranks #56 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in PHO as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in PHO in Q2 2023 and has held it in 6 quarters since. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Coppell Advisory Solutions held 104 shares of Invesco Water Resources ETF worth $4.35M as of Q2 2026.
Invesco Water Resources ETF was a new Coppell Advisory Solutions position in Q2 2026.
Invesco Water Resources ETF made up 0.36% of Coppell Advisory Solutions's portfolio in Q2 2026, its #56 holding.
Coppell Advisory Solutions first reported a position in Invesco Water Resources ETF in Q2 2023 and has held it in 6 quarters since.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.