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Destiny Wealth Partners’s Invesco Water Resources ETF PHO Stock Holding History

Destiny Wealth Partners’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 		– Sell
-137
Closed -$9.16K – 837
2026
Q1 		$9.16K Buy
+137
New +$9.75K ﹤0.01% 936
2023
Q1 		– Sell
-331
Closed -$17.1K – 509
2022
Q4 		$17.1K Buy
+331
New +$16.7K ﹤0.01% 422

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

Destiny Wealth Partners's PHO Position: Q2 2026 in Review

Destiny Wealth Partners sold out of Invesco Water Resources ETF (PHO) in Q2 2026, closing a stake of 137 shares — an estimated $9.16K sold.

Destiny Wealth Partners first reported a position in PHO in Q4 2022 and held it in 2 quarters. The position peaked at $17.1K in Q4 2022. 381 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • Destiny Wealth Partners reported no remaining Invesco Water Resources ETF position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 137 Invesco Water Resources ETF shares in Q2 2026, an estimated $9.16K.
  • Destiny Wealth Partners first reported a position in Invesco Water Resources ETF in Q4 2022 and held it in 2 quarters.
  • Destiny Wealth Partners's Invesco Water Resources ETF position peaked at $17.1K in Q4 2022.
  • 381 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.