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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Invesco Water Resources ETF PHO Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		– Sell
-150
Closed -$10.6K – 558
2025
Q4 		$10.6K Buy
+150
New +$10.8K ﹤0.01% 409

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s PHO Position: Q1 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Invesco Water Resources ETF (PHO) in Q1 2026, closing a stake of 150 shares — an estimated $10.6K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in PHO in Q4 2025 and held it in 1 quarter. The position peaked at $10.6K in Q4 2025. 365 funds tracked by Wall St. Rank hold PHO as of Q1 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Invesco Water Resources ETF position as of Q1 2026 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 150 Invesco Water Resources ETF shares in Q1 2026, an estimated $10.6K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Invesco Water Resources ETF in Q4 2025 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Invesco Water Resources ETF position peaked at $10.6K in Q4 2025.
  • 365 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2026, filed 7 Aug 2026.