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 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

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

EP Wealth Advisors's PHO Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Invesco Water Resources ETF (PHO) in Q2 2026: 1,497 shares worth $103K. The stake represents ﹤0.01% of the portfolio and ranks #1665 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in PHO as recently as Q4 2024.

EP Wealth Advisors first reported a position in PHO in Q4 2019 and has held it in 5 quarters since. The position peaked at $921K in Q4 2019. 380 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

EP Wealth Advisors held 1,497 shares of Invesco Water Resources ETF worth $103K as of Q2 2026.
Invesco Water Resources ETF was a new EP Wealth Advisors position in Q2 2026.
Invesco Water Resources ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1665 holding.
EP Wealth Advisors first reported a position in Invesco Water Resources ETF in Q4 2019 and has held it in 5 quarters since.
EP Wealth Advisors's Invesco Water Resources ETF position peaked at $921K in Q4 2019.
380 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.