EP Wealth Advisors
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EP Wealth Advisors’s Invesco Water Resources ETF PHO Stock Holding History

EP Wealth 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
Q3 		– Sell
-1,497
Closed -$103K – 1814
2026
Q2 		$103K Buy
+1,497
New +$101K ﹤0.01% 1665
2025
Q1 		– Sell
-1,909
Closed -$126K – 1352
2024
Q4 		$126K Buy
+1,909
New +$133K ﹤0.01% 1169
2020
Q3 		– Sell
-11,133
Closed -$405K – 369
2020
Q2 		$405K Sell
11,133
-12,630
-53% -$438K 0.02% 271
2020
Q1 		$744K Sell
23,763
-66
-0.3% -$2.45K 0.04% 213
2019
Q4 		$921K Buy
+23,829
New +$884K 0.04% 206

Other funds holding PHO

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

EP Wealth Advisors's PHO Position: Q3 2026 in Review

EP Wealth Advisors sold out of Invesco Water Resources ETF (PHO) in Q3 2026, closing a stake of 1,497 shares — an estimated $103K sold.

EP Wealth Advisors first reported a position in PHO in Q4 2019 and held it in 5 quarters. The position peaked at $921K in Q4 2019. 324 funds tracked by Wall St. Rank hold PHO as of Q3 2026.

  • EP Wealth Advisors reported no remaining Invesco Water Resources ETF position as of Q3 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 1,497 Invesco Water Resources ETF shares in Q3 2026, an estimated $103K.
  • EP Wealth Advisors first reported a position in Invesco Water Resources ETF in Q4 2019 and held it in 5 quarters.
  • EP Wealth Advisors's Invesco Water Resources ETF position peaked at $921K in Q4 2019.
  • 324 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2026.

Based on EP Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.