Graves Light Lenhart Wealth’s Invesco Water Resources ETF PHO Stock Holding History

Graves Light Lenhart Wealth’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	$394K	Buy	5,700 +2	+0%	+$135	0.04%	139
2026 Q1	$381K	Buy	5,698 +2	+0%	+$142	0.04%	130
2025 Q4	$401K	Sell	5,696 -320	-5%	-$23.1K	0.04%	125
2025 Q3	$434K	Hold	6,016	–	–	0.05%	122
2025 Q2	$421K	Sell	6,016 -180	-3%	-$11.9K	0.05%	124
2025 Q1	$400K	Hold	6,196	–	–	0.05%	123
2024 Q4	$408K	Hold	6,196	–	–	0.05%	126
2024 Q3	$437K	Hold	6,196	–	–	0.05%	120
2024 Q2	$395K	Hold	6,196	–	–	0.05%	120
2024 Q1	$412K	Sell	6,196 -150	-2%	-$9.32K	0.05%	117
2023 Q4	$386K	Hold	6,346	–	–	0.05%	124
2023 Q3	$336K	Hold	6,346	–	–	0.05%	126
2023 Q2	$358K	Hold	6,346	–	–	0.05%	129
2023 Q1	$339K	Hold	6,346	–	–	0.05%	119
2022 Q4	$327K	Hold	6,346	–	–	0.05%	127
2022 Q3	$290K	Hold	6,346	–	–	0.05%	135
2022 Q2	$293K	Hold	6,346	–	–	0.04%	140
2022 Q1	$336K	Sell	6,346 -154	-2%	-$8.16K	0.05%	131
2021 Q4	$395K	Hold	6,500	–	–	0.06%	131
2021 Q3	$356K	Hold	6,500	–	–	0.06%	129
2021 Q2	$348K	Hold	6,500	–	–	0.06%	129
2021 Q1	$321K	Hold	6,500	–	–	0.06%	136
2020 Q4	$302K	Hold	6,500	–	–	0.06%	129
2020 Q3	$258K	Hold	6,500	–	–	0.06%	129
2020 Q2	$236K	Sell	6,500 -79	-1%	-$2.74K	0.06%	134
2020 Q1	$206K	Hold	6,579	–	–	0.06%	137
2019 Q4	$254K	Hold	6,579	–	–	0.05%	144
2019 Q3	$242K	Buy	+6,579	New	+$237K	0.05%	150

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

Graves Light Lenhart Wealth's PHO Position: Q2 2026 in Review

Graves Light Lenhart Wealth increased its Invesco Water Resources ETF (PHO) stake by 0.04% in Q2 2026, buying an estimated $135 and bringing the position to 5,700 shares worth $394K. The position accounts for 0.04% of the portfolio, ranked #139.

Graves Light Lenhart Wealth first reported a position in PHO in Q3 2019 and has held it in 28 quarters since. The position peaked at $437K in Q3 2024. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Graves Light Lenhart Wealth held 5,700 shares of Invesco Water Resources ETF worth $394K as of Q2 2026.
Graves Light Lenhart Wealth bought 2 Invesco Water Resources ETF shares in Q2 2026, an estimated $135.
Invesco Water Resources ETF made up 0.04% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #139 holding.
Graves Light Lenhart Wealth first reported a position in Invesco Water Resources ETF in Q3 2019 and has held it in 28 quarters since.
Graves Light Lenhart Wealth's Invesco Water Resources ETF position peaked at $437K in Q3 2024.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.