Diversify Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History

Diversify Wealth Management’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 Q3	$202K	Buy	+2,877	New	+$201K	﹤0.01%	1228

Other funds holding PHO

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

SCM

Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return

WealthSpring Partners Long Beach, California $94.4M AUM 11.13% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

Rockingstone Advisors Great Barrington, Massachusetts $249M AUM 27.79% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $579M AUM 18.55% 1-Year Est. Return

Diversify Wealth Management's PHO Position: Q3 2026 in Review

Diversify Wealth Management opened a new position in Invesco Water Resources ETF (PHO) in Q3 2026: 2,877 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #1228 among its holdings.

90 funds tracked by Wall St. Rank hold PHO as of Q3 2026.

Diversify Wealth Management held 2,877 shares of Invesco Water Resources ETF worth $202K as of Q3 2026.
Invesco Water Resources ETF was a new Diversify Wealth Management position in Q3 2026.
Invesco Water Resources ETF made up ﹤0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #1228 holding.
90 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.