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Dynamic Advisor Solutions’s Invesco Water Resources ETF PHO Stock Holding History

Dynamic Advisor Solutions’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 		$1.06M Sell
15,291
-811
-5% -$54.7K 0.03% 476
2026
Q1 		$1.08M Buy
16,102
+712
+5% +$50.7K 0.03% 443
2025
Q4 		$1.08M Sell
15,390
-5,437
-26% -$392K 0.03% 442
2025
Q3 		$1.5M Buy
20,827
+2,251
+12% +$161K 0.04% 382
2025
Q2 		$1.3M Buy
18,576
+9,584
+107% +$636K 0.04% 390
2025
Q1 		$580K Buy
8,992
+497
+6% +$33.1K 0.02% 548
2024
Q4 		$559K Buy
8,495
+846
+11% +$59K 0.02% 410
2024
Q3 		$540K Buy
7,649
+135
+2% +$9.17K 0.02% 605
2024
Q2 		$488K Buy
7,514
+189
+3% +$12.4K 0.02% 631
2024
Q1 		$488K Buy
7,325
+686
+10% +$42.6K 0.02% 611
2023
Q4 		$390K Sell
6,639
-265
-4% -$14.6K 0.01% 638
2023
Q3 		$367K Sell
6,904
-103
-1% -$5.78K 0.02% 603
2023
Q2 		$395K Buy
7,007
+1,185
+20% +$63.4K 0.02% 562
2023
Q1 		$311K Buy
+5,822
New +$309K 0.02% 582

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

Dynamic Advisor Solutions's PHO Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Invesco Water Resources ETF (PHO) stake by 5% in Q2 2026, selling an estimated $54.7K and leaving 15,291 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #476.

Dynamic Advisor Solutions first reported a position in PHO in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.5M in Q3 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • Dynamic Advisor Solutions held 15,291 shares of Invesco Water Resources ETF worth $1.06M as of Q2 2026.
  • Dynamic Advisor Solutions sold 811 Invesco Water Resources ETF shares in Q2 2026, an estimated $54.7K.
  • Invesco Water Resources ETF made up 0.03% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #476 holding.
  • Dynamic Advisor Solutions first reported a position in Invesco Water Resources ETF in Q1 2023 and has held it in 14 quarters since.
  • Dynamic Advisor Solutions's Invesco Water Resources ETF position peaked at $1.5M in Q3 2025.
  • 379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.