First Western Trust Bank’s Invesco Water Resources ETF PHO Stock Holding History

First Western Trust Bank’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	$276K	Sell	4,000 -1,044	-21%	-$70.5K	0.01%	183
2026 Q1	$337K	Sell	5,044 -2,190	-30%	-$156K	0.02%	162
2025 Q4	$509K	Buy	7,234 +3,234	+81%	+$233K	0.03%	121
2025 Q3	$288K	Hold	4,000	–	–	0.01%	161
2025 Q2	$280K	Hold	4,000	–	–	0.01%	160
2025 Q1	$258K	Hold	4,000	–	–	0.01%	163
2024 Q4	$263K	Hold	4,000	–	–	0.01%	164
2024 Q3	$282K	Hold	4,000	–	–	0.01%	166
2024 Q2	$260K	Hold	4,000	–	–	0.01%	160
2024 Q1	$266K	Hold	4,000	–	–	0.01%	169
2023 Q4	$243K	Hold	4,000	–	–	0.01%	174
2023 Q3	$213K	Hold	4,000	–	–	0.01%	162
2023 Q2	$226K	Hold	4,000	–	–	0.01%	174
2023 Q1	$213K	Hold	4,000	–	–	0.01%	181
2022 Q4	$206K	Buy	+4,000	New	+$202K	0.01%	177
2022 Q2	–	Sell	-4,000	Closed	-$195K	–	182
2022 Q1	$215K	Buy	+4,000	New	+$212K	0.01%	181

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

First Western Trust Bank's PHO Position: Q2 2026 in Review

First Western Trust Bank reduced its Invesco Water Resources ETF (PHO) stake by 21% in Q2 2026, selling an estimated $70.5K and leaving 4,000 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #183.

First Western Trust Bank first reported a position in PHO in Q1 2022 and has held it in 16 quarters since. The position peaked at $509K in Q4 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

First Western Trust Bank held 4,000 shares of Invesco Water Resources ETF worth $276K as of Q2 2026.
First Western Trust Bank sold 1,044 Invesco Water Resources ETF shares in Q2 2026, an estimated $70.5K.
Invesco Water Resources ETF made up 0.01% of First Western Trust Bank's portfolio in Q2 2026, its #183 holding.
First Western Trust Bank first reported a position in Invesco Water Resources ETF in Q1 2022 and has held it in 16 quarters since.
First Western Trust Bank's Invesco Water Resources ETF position peaked at $509K in Q4 2025.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.