Envision Financial Transparency’s Invesco Water Resources ETF PHO Stock Holding History

Envision Financial Transparency’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	$462K	Buy	+6,794	New	+$459K	0.39%	37

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

Envision Financial Transparency's PHO Position: Q2 2026 in Review

Envision Financial Transparency opened a new position in Invesco Water Resources ETF (PHO) in Q2 2026: 6,794 shares worth $462K. The stake represents 0.39% of the portfolio and ranks #37 among its holdings.

379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Envision Financial Transparency held 6,794 shares of Invesco Water Resources ETF worth $462K as of Q2 2026.
Invesco Water Resources ETF was a new Envision Financial Transparency position in Q2 2026.
Invesco Water Resources ETF made up 0.39% of Envision Financial Transparency's portfolio in Q2 2026, its #37 holding.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Envision Financial Transparency's 13F filing for Q2 2026, filed 21 Aug 2026.