Fox Hill Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History

Fox Hill Wealth Management’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	$1.11M	Sell	16,105 -125	-0.8%	-$8.44K	0.45%	58
2026 Q1	$1.09M	Sell	16,230 -130	-0.8%	-$9.26K	0.52%	59
2025 Q4	$1.15M	Sell	16,360 -207	-1%	-$14.9K	0.54%	53
2025 Q3	$1.19M	Sell	16,567 -630	-4%	-$45.1K	0.56%	52
2025 Q2	$1.2M	Sell	17,197 -147	-0.8%	-$9.76K	0.62%	48
2025 Q1	$1.12M	Sell	17,344 -390	-2%	-$25.9K	0.66%	47
2024 Q4	$1.17M	Sell	17,734 -592	-3%	-$41.3K	0.66%	47
2024 Q3	$1.29M	Buy	18,326 +13,897	+314%	+$944K	0.71%	48
2024 Q2	$287K	Sell	4,429 -54	-1%	-$3.55K	0.18%	78
2024 Q1	$298K	Buy	4,483 +98	+2%	+$6.09K	0.2%	79
2023 Q4	$267K	Buy	+4,385	New	+$242K	0.2%	79

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

Fox Hill Wealth Management's PHO Position: Q2 2026 in Review

Fox Hill Wealth Management reduced its Invesco Water Resources ETF (PHO) stake by 0.77% in Q2 2026, selling an estimated $8.44K and leaving 16,105 shares worth $1.11M. The position accounts for 0.45% of the portfolio, ranked #58.

Fox Hill Wealth Management first reported a position in PHO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.29M in Q3 2024. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Fox Hill Wealth Management held 16,105 shares of Invesco Water Resources ETF worth $1.11M as of Q2 2026.
Fox Hill Wealth Management sold 125 Invesco Water Resources ETF shares in Q2 2026, an estimated $8.44K.
Invesco Water Resources ETF made up 0.45% of Fox Hill Wealth Management's portfolio in Q2 2026, its #58 holding.
Fox Hill Wealth Management first reported a position in Invesco Water Resources ETF in Q4 2023 and has held it in 11 quarters since.
Fox Hill Wealth Management's Invesco Water Resources ETF position peaked at $1.29M in Q3 2024.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Fox Hill Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.