FSM Wealth Advisors’s Invesco Water Resources ETF PHO Stock Holding History

FSM Wealth Advisors’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	$968K	Sell	14,007 -27	-0.2%	-$1.82K	0.1%	111
2026 Q1	$938K	Buy	14,034 +2,104	+18%	+$150K	0.12%	100
2025 Q4	$840K	Buy	11,930 +1,541	+15%	+$111K	0.11%	99
2025 Q3	$749K	Buy	10,389 +12	+0.1%	+$860	0.11%	117
2025 Q2	$736K	Buy	+10,377	New	+$689K	0.12%	108

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

FSM Wealth Advisors's PHO Position: Q2 2026 in Review

FSM Wealth Advisors reduced its Invesco Water Resources ETF (PHO) stake by 0.19% in Q2 2026, selling an estimated $1.82K and leaving 14,007 shares worth $968K. The position accounts for 0.1% of the portfolio, ranked #111.

FSM Wealth Advisors first reported a position in PHO in Q2 2025 and has held it in 5 quarters since. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

FSM Wealth Advisors held 14,007 shares of Invesco Water Resources ETF worth $968K as of Q2 2026.
FSM Wealth Advisors sold 27 Invesco Water Resources ETF shares in Q2 2026, an estimated $1.82K.
Invesco Water Resources ETF made up 0.1% of FSM Wealth Advisors's portfolio in Q2 2026, its #111 holding.
FSM Wealth Advisors first reported a position in Invesco Water Resources ETF in Q2 2025 and has held it in 5 quarters since.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.