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Crestwood Advisors Group’s Invesco Water Resources ETF PHO Stock Holding History

Crestwood Advisors Group’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 		$634K Sell
9,184
-554
-6% -$37.4K 0.01% 416
2026
Q1 		$651K Buy
9,738
+42
+0.4% +$2.99K 0.01% 360
2025
Q4 		$683K Buy
9,696
+66
+0.7% +$4.76K 0.01% 339
2025
Q3 		$694K Buy
9,630
+377
+4% +$27K 0.01% 318
2025
Q2 		$647K Buy
9,253
+72
+0.8% +$4.78K 0.01% 311
2025
Q1 		$592K Buy
9,181
+505
+6% +$33.6K 0.01% 320
2024
Q4 		$571K Sell
8,676
-28
-0.3% -$1.95K 0.01% 292
2024
Q3 		$614K Buy
8,704
+105
+1% +$7.13K 0.01% 270
2024
Q2 		$558K Buy
8,599
+59
+0.7% +$3.88K 0.01% 268
2024
Q1 		$569K Buy
8,540
+34
+0.4% +$2.11K 0.01% 260
2023
Q4 		$518K Buy
8,506
+151
+2% +$8.32K 0.01% 255
2023
Q3 		$444K Buy
8,355
+53
+0.6% +$2.97K 0.01% 250
2023
Q2 		$468K Buy
8,302
+1,576
+23% +$84.3K 0.01% 188
2023
Q1 		$359K Sell
6,726
-178
-3% -$9.43K 0.01% 207
2022
Q4 		$356K Sell
6,904
-41
-0.6% -$2.07K 0.01% 216
2022
Q3 		$318K Buy
6,945
+735
+12% +$36.7K 0.01% 215
2022
Q2 		$287K Buy
6,210
+368
+6% +$17.9K 0.01% 223
2022
Q1 		$310K Buy
5,842
+9
+0.2% +$477 0.01% 241
2021
Q4 		$355K Buy
5,833
+498
+9% +$28.9K 0.01% 235
2021
Q3 		$292K Buy
5,335
+240
+5% +$13.6K 0.01% 235
2021
Q2 		$273K Hold
5,095
– – 0.01% 236
2021
Q1 		$252K Buy
5,095
+51
+1% +$2.47K 0.01% 236
2020
Q4 		$234K Buy
+5,044
New +$221K 0.01% 242

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
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Crestwood Advisors Group's PHO Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Invesco Water Resources ETF (PHO) stake by 5.7% in Q2 2026, selling an estimated $37.4K and leaving 9,184 shares worth $634K. The position accounts for 0.01% of the portfolio, ranked #416.

Crestwood Advisors Group first reported a position in PHO in Q4 2020 and has held it in 23 quarters since. The position peaked at $694K in Q3 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • Crestwood Advisors Group held 9,184 shares of Invesco Water Resources ETF worth $634K as of Q2 2026.
  • Crestwood Advisors Group sold 554 Invesco Water Resources ETF shares in Q2 2026, an estimated $37.4K.
  • Invesco Water Resources ETF made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #416 holding.
  • Crestwood Advisors Group first reported a position in Invesco Water Resources ETF in Q4 2020 and has held it in 23 quarters since.
  • Crestwood Advisors Group's Invesco Water Resources ETF position peaked at $694K in Q3 2025.
  • 379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.