DecisionPoint Financial’s Invesco Water Resources ETF PHO Stock Holding History

DecisionPoint Financial’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	$55.1K	Hold	800	–	–	0.01%	98
2026 Q1	$53.5K	Hold	800	–	–	0.01%	88
2025 Q4	$56.3K	Hold	800	–	–	0.01%	85
2025 Q3	$57.7K	Hold	800	–	–	0.01%	72
2025 Q2	$56.9K	Hold	800	–	–	0.01%	78
2025 Q1	$51.6K	Hold	800	–	–	0.02%	79
2024 Q4	$52.6K	Hold	800	–	–	0.02%	75
2024 Q3	$56.4K	Hold	800	–	–	0.02%	76
2024 Q2	$55.7K	Hold	800	–	–	0.02%	73
2024 Q1	$51.7K	Hold	800	–	–	0.02%	80
2023 Q4	$48.7K	Hold	800	–	–	0.02%	74
2023 Q3	$42.5K	Hold	800	–	–	0.02%	74
2023 Q2	$45.1K	Hold	800	–	–	0.02%	72
2023 Q1	$42.7K	Sell	800 -100	-11%	-$5.3K	0.02%	71
2022 Q4	$46.4K	Buy	+900	New	+$45.4K	0.03%	60

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

DecisionPoint Financial's PHO Position: Q2 2026 in Review

DecisionPoint Financial held its Invesco Water Resources ETF (PHO) position steady in Q2 2026 at 800 shares worth $55.1K. The position accounts for 0.01% of the portfolio, ranked #98.

DecisionPoint Financial first reported a position in PHO in Q4 2022 and has held it in 15 quarters since. The position peaked at $57.7K in Q3 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

DecisionPoint Financial held 800 shares of Invesco Water Resources ETF worth $55.1K as of Q2 2026.
DecisionPoint Financial left its Invesco Water Resources ETF share count unchanged in Q2 2026.
Invesco Water Resources ETF made up 0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #98 holding.
DecisionPoint Financial first reported a position in Invesco Water Resources ETF in Q4 2022 and has held it in 15 quarters since.
DecisionPoint Financial's Invesco Water Resources ETF position peaked at $57.7K in Q3 2025.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.