Dudley & Shanley’s Invesco Water Resources ETF PHO Stock Holding History

Dudley & Shanley’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	-32,780	Closed	-$2.19M	–	38
2026 Q1	$2.19M	Hold	32,780	–	–	0.36%	33
2025 Q4	$2.31M	Hold	32,780	–	–	0.37%	30
2025 Q3	$2.36M	Hold	32,780	–	–	0.38%	29
2025 Q2	$2.29M	Hold	32,780	–	–	0.36%	31
2025 Q1	$2.11M	Hold	32,780	–	–	0.33%	32
2024 Q4	$2.16M	Hold	32,780	–	–	0.33%	32
2024 Q3	$2.31M	Hold	32,780	–	–	0.36%	31
2024 Q2	$2.13M	Hold	32,780	–	–	0.37%	32
2024 Q1	$2.18M	Hold	32,780	–	–	0.37%	32
2023 Q4	$1.99M	Hold	32,780	–	–	0.36%	30
2023 Q3	$1.74M	Hold	32,780	–	–	0.33%	30
2023 Q2	$1.85M	Hold	32,780	–	–	0.33%	31
2023 Q1	$1.75M	Buy	+32,780	New	+$1.74M	0.34%	29

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

Dudley & Shanley's PHO Position: Q2 2026 in Review

Dudley & Shanley sold out of Invesco Water Resources ETF (PHO) in Q2 2026, closing a stake of 32,780 shares — an estimated $2.19M sold.

Dudley & Shanley first reported a position in PHO in Q1 2023 and held it in 13 quarters. The position peaked at $2.36M in Q3 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Dudley & Shanley reported no remaining Invesco Water Resources ETF position as of Q2 2026 after selling out during the quarter.
Dudley & Shanley sold 32,780 Invesco Water Resources ETF shares in Q2 2026, an estimated $2.19M.
Dudley & Shanley first reported a position in Invesco Water Resources ETF in Q1 2023 and held it in 13 quarters.
Dudley & Shanley's Invesco Water Resources ETF position peaked at $2.36M in Q3 2025.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Dudley & Shanley's 13F filing for Q2 2026, filed 9 Jul 2026.