DHJJ Financial Advisors’s Invesco Water Resources ETF PHO Stock Holding History

DHJJ Financial Advisors’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	$19.1K	Hold	276	–	–	0.01%	544
2026 Q1	$18.5K	Hold	276	–	–	0.01%	540
2025 Q4	$19.4K	Hold	276	–	–	0.01%	504
2025 Q3	$19.9K	Hold	276	–	–	0.01%	494
2025 Q2	$19.3K	Hold	276	–	–	0.01%	484
2025 Q1	$17.8K	Hold	276	–	–	0.01%	446
2024 Q4	$18.2K	Hold	276	–	–	0.01%	432
2024 Q3	$19.5K	Hold	276	–	–	0.01%	410
2024 Q2	$17.9K	Hold	276	–	–	0.01%	387
2024 Q1	$18.4K	Hold	276	–	–	0.01%	375
2023 Q4	$16.8K	Hold	276	–	–	0.01%	380
2023 Q3	$14.7K	Buy	+276	New	+$15.5K	0.01%	390

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

DHJJ Financial Advisors's PHO Position: Q2 2026 in Review

DHJJ Financial Advisors held its Invesco Water Resources ETF (PHO) position steady in Q2 2026 at 276 shares worth $19.1K. The position accounts for 0.01% of the portfolio, ranked #544.

DHJJ Financial Advisors first reported a position in PHO in Q3 2023 and has held it in 12 quarters since. The position peaked at $19.9K in Q3 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

DHJJ Financial Advisors held 276 shares of Invesco Water Resources ETF worth $19.1K as of Q2 2026.
DHJJ Financial Advisors left its Invesco Water Resources ETF share count unchanged in Q2 2026.
Invesco Water Resources ETF made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #544 holding.
DHJJ Financial Advisors first reported a position in Invesco Water Resources ETF in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's Invesco Water Resources ETF position peaked at $19.9K in Q3 2025.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.