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Golden State Equity Partners’s Invesco Water Resources ETF PHO Stock Holding History

Golden State Equity Partners’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
-10,379
Closed -$694K – 1340
2026
Q1 		$694K Buy
10,379
+1,726
+20% +$123K 0.05% 364
2025
Q4 		$609K Buy
+8,653
New +$624K 0.1% 239

Other funds holding PHO

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Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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

Golden State Equity Partners's PHO Position: Q2 2026 in Review

Golden State Equity Partners sold out of Invesco Water Resources ETF (PHO) in Q2 2026, closing a stake of 10,379 shares — an estimated $694K sold.

Golden State Equity Partners first reported a position in PHO in Q4 2025 and held it in 2 quarters. The position peaked at $694K in Q1 2026. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • Golden State Equity Partners reported no remaining Invesco Water Resources ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 10,379 Invesco Water Resources ETF shares in Q2 2026, an estimated $694K.
  • Golden State Equity Partners first reported a position in Invesco Water Resources ETF in Q4 2025 and held it in 2 quarters.
  • Golden State Equity Partners's Invesco Water Resources ETF position peaked at $694K in Q1 2026.
  • 379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.