Creative Financial Designs’s Invesco Water Resources ETF PHO Stock Holding History

Creative Financial Designs’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	$65.3K	Hold	946	–	–	﹤0.01%	932
2026 Q1	$63.3K	Hold	946	–	–	﹤0.01%	824
2025 Q4	$66.6K	Hold	946	–	–	﹤0.01%	776
2025 Q3	$68.2K	Buy	946 +280	+42%	+$20.1K	﹤0.01%	746
2025 Q2	$46.6K	Hold	666	–	–	﹤0.01%	883
2025 Q1	$43K	Hold	666	–	–	﹤0.01%	872
2024 Q4	$43.8K	Hold	666	–	–	﹤0.01%	823
2024 Q3	$47K	Sell	666 -2	-0.3%	-$136	﹤0.01%	787
2024 Q2	$43.4K	Hold	668	–	–	﹤0.01%	781
2024 Q1	$44.4K	Buy	668 +321	+93%	+$19.9K	﹤0.01%	759
2023 Q4	$21.1K	Hold	347	–	–	﹤0.01%	907
2023 Q3	$18.4K	Sell	347 -283	-45%	-$15.9K	﹤0.01%	874
2023 Q2	$35.5K	Buy	630 +62	+11%	+$3.31K	﹤0.01%	718
2023 Q1	$30.3K	Buy	568 +1	+0.2%	+$53	﹤0.01%	705
2022 Q4	$29.2K	Buy	567 +1	+0.2%	+$50	﹤0.01%	673
2022 Q3	$26K	Hold	566	–	–	﹤0.01%	682
2022 Q2	$26K	Sell	566 -375	-40%	-$18.3K	﹤0.01%	682
2022 Q1	$50K	Sell	941 -349	-27%	-$18.5K	0.01%	567
2021 Q4	$78K	Buy	1,290 +446	+53%	+$25.9K	0.01%	486
2021 Q3	$46K	Buy	844 +283	+50%	+$16.1K	0.01%	637
2021 Q2	$30K	Buy	+561	New	+$29.3K	0.01%	750

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

Creative Financial Designs's PHO Position: Q2 2026 in Review

Creative Financial Designs held its Invesco Water Resources ETF (PHO) position steady in Q2 2026 at 946 shares worth $65.3K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Creative Financial Designs first reported a position in PHO in Q2 2021 and has held it in 21 quarters since. The position peaked at $78K in Q4 2021. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Creative Financial Designs held 946 shares of Invesco Water Resources ETF worth $65.3K as of Q2 2026.
Creative Financial Designs left its Invesco Water Resources ETF share count unchanged in Q2 2026.
Invesco Water Resources ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #932 holding.
Creative Financial Designs first reported a position in Invesco Water Resources ETF in Q2 2021 and has held it in 21 quarters since.
Creative Financial Designs's Invesco Water Resources ETF position peaked at $78K in Q4 2021.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.