GHP Investment Advisors’s Invesco Water Resources ETF PHO Stock Holding History

GHP Investment 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	$24.5K	Buy	355 +1	+0.3%	+$68	﹤0.01%	670
2026 Q1	$23.7K	Buy	354 +1	+0.3%	+$71	﹤0.01%	674
2025 Q4	$24.9K	Hold	353	–	–	﹤0.01%	620
2025 Q3	$25.5K	Hold	353	–	–	﹤0.01%	602
2025 Q2	$24.6K	Buy	353 +1	+0.3%	+$66	﹤0.01%	598
2025 Q1	$22.7K	Buy	352 +1	+0.3%	+$67	﹤0.01%	585
2024 Q4	$23.1K	Buy	+351	New	+$24.5K	﹤0.01%	585

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

GHP Investment Advisors's PHO Position: Q2 2026 in Review

GHP Investment Advisors increased its Invesco Water Resources ETF (PHO) stake by 0.28% in Q2 2026, buying an estimated $68 and bringing the position to 355 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

GHP Investment Advisors first reported a position in PHO in Q4 2024 and has held it in 7 quarters since. The position peaked at $25.5K in Q3 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

GHP Investment Advisors held 355 shares of Invesco Water Resources ETF worth $24.5K as of Q2 2026.
GHP Investment Advisors bought 1 Invesco Water Resources ETF share in Q2 2026, an estimated $68.
Invesco Water Resources ETF made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #670 holding.
GHP Investment Advisors first reported a position in Invesco Water Resources ETF in Q4 2024 and has held it in 7 quarters since.
GHP Investment Advisors's Invesco Water Resources ETF position peaked at $25.5K in Q3 2025.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.