Focus Partners Wealth
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Focus Partners Wealth’s Invesco Water Resources ETF PHO Stock Holding History

Focus Partners Wealth’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 		$3.25M Sell
48,626
-606
-1% -$43.1K ﹤0.01% 1100
2025
Q4 		$3.47M Buy
49,232
+12,670
+35% +$913K ﹤0.01% 1102
2025
Q3 		$2.64M Sell
36,562
-1,760
-5% -$126K ﹤0.01% 937
2025
Q2 		$2.68M Sell
38,322
-1,290
-3% -$85.6K 0.01% 827
2025
Q1 		$2.56M Sell
39,612
-1,582
-4% -$105K 0.01% 786
2024
Q4 		$2.71M Buy
41,194
+1,877
+5% +$131K 0.01% 773
2024
Q3 		$2.77M Buy
39,317
+33,369
+561% +$2.27M 0.01% 700
2024
Q2 		$386K Buy
5,948
+1,062
+22% +$69.9K ﹤0.01% 1004
2024
Q1 		$325K Buy
+4,886
New +$304K ﹤0.01% 813

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 $377B AUM 19.32% 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 $5.51B AUM 24.51% 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 $8.94B AUM 20.84% 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 $173B AUM 20.72% 1-Year Est. Return

Focus Partners Wealth's PHO Position: Q1 2026 in Review

Focus Partners Wealth reduced its Invesco Water Resources ETF (PHO) stake by 1.2% in Q1 2026, selling an estimated $43.1K and leaving 48,626 shares worth $3.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1100.

Focus Partners Wealth first reported a position in PHO in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.47M in Q4 2025. 365 funds tracked by Wall St. Rank hold PHO as of Q1 2026.

  • Focus Partners Wealth held 48,626 shares of Invesco Water Resources ETF worth $3.25M as of Q1 2026.
  • Focus Partners Wealth sold 606 Invesco Water Resources ETF shares in Q1 2026, an estimated $43.1K.
  • Invesco Water Resources ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1100 holding.
  • Focus Partners Wealth first reported a position in Invesco Water Resources ETF in Q1 2024 and has held it in 9 quarters since.
  • Focus Partners Wealth's Invesco Water Resources ETF position peaked at $3.47M in Q4 2025.
  • 365 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.