Focus Partners Wealth
PHO icon

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
Q2 		$4.43M Buy
64,178
+15,552
+32% +$1.05M ﹤0.01% 1015
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1832 Asset Management
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Focus Partners Wealth's PHO Position: Q2 2026 in Review

Focus Partners Wealth increased its Invesco Water Resources ETF (PHO) stake by 32% in Q2 2026, buying an estimated $1.05M and bringing the position to 64,178 shares worth $4.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

Focus Partners Wealth first reported a position in PHO in Q1 2024 and has held it in 10 quarters since. 380 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • Focus Partners Wealth held 64,178 shares of Invesco Water Resources ETF worth $4.43M as of Q2 2026.
  • Focus Partners Wealth bought 15,552 Invesco Water Resources ETF shares in Q2 2026, an estimated $1.05M.
  • Invesco Water Resources ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1015 holding.
  • Focus Partners Wealth first reported a position in Invesco Water Resources ETF in Q1 2024 and has held it in 10 quarters since.
  • 380 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.