BFC Planning, Inc.’s Invesco Water Resources ETF PHO Stock Holding History

BFC Planning, Inc.’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	$26.6K	Sell	385 -318	-45%	-$21.5K	﹤0.01%	1871
2026 Q1	$47K	Sell	703 -398	-36%	-$28.3K	﹤0.01%	1362
2025 Q4	$77.6K	Sell	1,101 -25,774	-96%	-$1.86M	﹤0.01%	1198
2025 Q3	$1.94M	Sell	26,875 -205	-0.8%	-$14.7K	0.14%	132
2025 Q2	$1.89M	Sell	27,080 -354	-1%	-$23.5K	0.15%	132
2025 Q1	$1.77M	Buy	27,434 +1,348	+5%	+$89.7K	0.16%	125
2024 Q4	$1.72M	Buy	+26,086	New	+$1.82M	0.14%	128

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 $468B AUM 17.69% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 38.1% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 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 $191B AUM 30.51% 1-Year Est. Return

BFC Planning, Inc.'s PHO Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Invesco Water Resources ETF (PHO) stake by 45% in Q2 2026, selling an estimated $21.5K and leaving 385 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1871.

BFC Planning, Inc. first reported a position in PHO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.94M in Q3 2025. 383 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

BFC Planning, Inc. held 385 shares of Invesco Water Resources ETF worth $26.6K as of Q2 2026.
BFC Planning, Inc. sold 318 Invesco Water Resources ETF shares in Q2 2026, an estimated $21.5K.
Invesco Water Resources ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1871 holding.
BFC Planning, Inc. first reported a position in Invesco Water Resources ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Invesco Water Resources ETF position peaked at $1.94M in Q3 2025.
383 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.