Golden State Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History

Golden State Wealth Management’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	$15.3K	Hold	221	–	–	﹤0.01%	1009
2026 Q1	$14.8K	Hold	221	–	–	﹤0.01%	989
2025 Q4	$15.6K	Sell	221 -70	-24%	-$5.04K	﹤0.01%	986
2025 Q3	$21K	Sell	291 -27	-8%	-$1.93K	﹤0.01%	906
2025 Q2	$22.2K	Buy	318 +70	+28%	+$4.65K	﹤0.01%	861
2025 Q1	$16K	Hold	248	–	–	﹤0.01%	854
2024 Q4	$16.3K	Buy	+248	New	+$17.3K	﹤0.01%	818
2019 Q4	–	Sell	-482	Closed	-$18K	–	685
2019 Q3	$18K	Hold	482	–	–	0.01%	635
2019 Q2	$17K	Hold	482	–	–	0.01%	649
2019 Q1	$16K	Buy	+482	New	+$15.4K	0.01%	671

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

Golden State Wealth Management's PHO Position: Q2 2026 in Review

Golden State Wealth Management held its Invesco Water Resources ETF (PHO) position steady in Q2 2026 at 221 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1009.

Golden State Wealth Management first reported a position in PHO in Q1 2019 and has held it in 10 quarters since. The position peaked at $22.2K in Q2 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Golden State Wealth Management held 221 shares of Invesco Water Resources ETF worth $15.3K as of Q2 2026.
Golden State Wealth Management left its Invesco Water Resources ETF share count unchanged in Q2 2026.
Invesco Water Resources ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1009 holding.
Golden State Wealth Management first reported a position in Invesco Water Resources ETF in Q1 2019 and has held it in 10 quarters since.
Golden State Wealth Management's Invesco Water Resources ETF position peaked at $22.2K in Q2 2025.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.