Financial Connections Group’s Invesco Water Resources ETF PHO Stock Holding History

Financial Connections Group’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 Q1	$37K	Hold	558	–	–	0.01%	124
2025 Q4	$39K	Hold	558	–	–	0.01%	119
2025 Q3	$40K	Hold	558	–	–	0.02%	119
2025 Q2	$39K	Sell	558 -145	-21%	-$9.62K	0.02%	118
2025 Q1	$45K	Hold	703	–	–	0.02%	103
2024 Q4	$46K	Hold	703	–	–	0.02%	98
2024 Q3	$49K	Hold	703	–	–	0.02%	91
2024 Q2	$45K	Sell	703 -1	-0.1%	-$66	0.02%	104
2024 Q1	$47K	Buy	704 +1	+0.1%	+$62	0.05%	57
2023 Q4	$42K	Hold	703	–	–	0.03%	111
2023 Q3	$37K	Hold	703	–	–	0.05%	71
2023 Q2	$39K	Hold	703	–	–	0.03%	121
2023 Q1	$37K	Hold	703	–	–	0.03%	105
2022 Q4	$36K	Hold	703	–	–	0.03%	105
2022 Q3	$32K	Hold	703	–	–	0.03%	92
2022 Q2	$32K	Hold	703	–	–	0.03%	115
2022 Q1	$37K	Hold	703	–	–	0.04%	114
2021 Q4	$42K	Buy	+703	New	+$40.9K	0.04%	113

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Financial Connections Group's PHO Position: Q1 2026 in Review

Financial Connections Group held its Invesco Water Resources ETF (PHO) position steady in Q1 2026 at 558 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #124.

Financial Connections Group first reported a position in PHO in Q4 2021 and has held it in 18 quarters since. The position peaked at $49K in Q3 2024. 366 funds tracked by Wall St. Rank hold PHO as of Q1 2026.

Financial Connections Group held 558 shares of Invesco Water Resources ETF worth $37K as of Q1 2026.
Financial Connections Group left its Invesco Water Resources ETF share count unchanged in Q1 2026.
Invesco Water Resources ETF made up 0.01% of Financial Connections Group's portfolio in Q1 2026, its #124 holding.
Financial Connections Group first reported a position in Invesco Water Resources ETF in Q4 2021 and has held it in 18 quarters since.
Financial Connections Group's Invesco Water Resources ETF position peaked at $49K in Q3 2024.
366 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.