Bank of Ann Arbor’s Invesco Water Resources ETF PHO Stock Holding History

Bank of Ann Arbor’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	$920K	Buy	+13,570	New	+$950K	0.13%	122

Other funds holding PHO

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Bank of Ann Arbor's PHO Position: Q3 2026 in Review

Bank of Ann Arbor opened a new position in Invesco Water Resources ETF (PHO) in Q3 2026: 13,570 shares worth $920K. The stake represents 0.13% of the portfolio and ranks #122 among its holdings.

324 funds tracked by Wall St. Rank hold PHO as of Q3 2026.

Bank of Ann Arbor held 13,570 shares of Invesco Water Resources ETF worth $920K as of Q3 2026.
Invesco Water Resources ETF was a new Bank of Ann Arbor position in Q3 2026.
Invesco Water Resources ETF made up 0.13% of Bank of Ann Arbor's portfolio in Q3 2026, its #122 holding.
324 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2026.

Based on Bank of Ann Arbor's 13F filing for Q3 2026, filed 13 Nov 2026.