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Freestone Capital Holdings’s Invesco Water Resources ETF PHO Stock Holding History

Freestone Capital Holdings’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 		– Sell
-3,868
Closed -$259K – 677
2026
Q1 		$259K Hold
3,868
– – 0.01% 470
2025
Q4 		$272K Buy
+3,868
New +$279K 0.01% 447

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LPL Financial
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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

Freestone Capital Holdings's PHO Position: Q2 2026 in Review

Freestone Capital Holdings sold out of Invesco Water Resources ETF (PHO) in Q2 2026, closing a stake of 3,868 shares — an estimated $259K sold.

Freestone Capital Holdings first reported a position in PHO in Q4 2025 and held it in 2 quarters. The position peaked at $272K in Q4 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • Freestone Capital Holdings reported no remaining Invesco Water Resources ETF position as of Q2 2026 after selling out during the quarter.
  • Freestone Capital Holdings sold 3,868 Invesco Water Resources ETF shares in Q2 2026, an estimated $259K.
  • Freestone Capital Holdings first reported a position in Invesco Water Resources ETF in Q4 2025 and held it in 2 quarters.
  • Freestone Capital Holdings's Invesco Water Resources ETF position peaked at $272K in Q4 2025.
  • 379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.