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Hamilton Wealth’s Invesco Water Resources ETF PHO Stock Holding History

Hamilton 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
Q1 		$8.26M Buy
123,518
+5,887
+5% +$419K 1.61% 17
2025
Q4 		$8.28M Buy
117,631
+1,986
+2% +$143K 1.58% 21
2025
Q3 		$8.34M Buy
115,645
+1,620
+1% +$116K 1.74% 19
2025
Q2 		$7.97M Sell
114,025
-1,862
-2% -$124K 1.78% 20
2025
Q1 		$7.48M Buy
115,887
+695
+0.6% +$46.2K 1.8% 17
2024
Q4 		$7.58M Sell
115,192
-556
-0.5% -$38.8K 1.84% 16
2024
Q3 		$8.16M Sell
115,748
-23,482
-17% -$1.59M 2% 17
2024
Q2 		$9.04M Buy
139,230
+4,192
+3% +$276K 2.43% 12
2024
Q1 		$8.99M Buy
135,038
+2,084
+2% +$129K 2.81% 9
2023
Q4 		$8.09M Sell
132,954
-886
-0.7% -$48.8K 2.55% 13
2023
Q3 		$7.12M Buy
133,840
+26,957
+25% +$1.51M 2.55% 15
2023
Q2 		$6.03M Buy
106,883
+43,633
+69% +$2.33M 2.1% 16
2023
Q1 		$3.37M Buy
63,250
+2,935
+5% +$156K 1.19% 19
2022
Q4 		$3.11M Buy
60,315
+1,069
+2% +$53.9K 1.26% 23
2022
Q3 		$2.71M Buy
59,246
+4,789
+9% +$239K 1.15% 23
2022
Q2 		$2.52M Buy
54,457
+966
+2% +$47.1K 0.98% 27
2022
Q1 		$2.84M Buy
53,491
+2,904
+6% +$154K 1.23% 22
2021
Q4 		$3.08M Sell
50,587
-953
-2% -$55.4K 1.38% 18
2021
Q3 		$2.82M Buy
51,540
+534
+1% +$30.3K 1.3% 22
2021
Q2 		$2.73M Buy
51,006
+984
+2% +$51.5K 1.27% 22
2021
Q1 		$2.47M Buy
50,022
+840
+2% +$40.6K 1.2% 23
2020
Q4 		$2.29M Sell
49,182
-1,505
-3% -$65.8K 1.17% 32
2020
Q3 		$2.01M Sell
50,687
-33
-0.1% -$1.29K 1.13% 32
2020
Q2 		$1.84M Buy
50,720
+2,092
+4% +$72.6K 1.1% 35
2020
Q1 		$1.52M Buy
48,628
+6,689
+16% +$248K 1.14% 28
2019
Q4 		$1.62M Sell
41,939
-14,427
-26% -$535K 1.1% 28
2019
Q3 		$2.06M Sell
56,366
-3,061
-5% -$110K 1.47% 25
2019
Q2 		$2.12M Sell
59,427
-181
-0.3% -$6.2K 1.55% 24
2019
Q1 		$2.02M Sell
59,608
-16,441
-22% -$524K 1.61% 23
2018
Q4 		$2.15M Buy
+76,049
New +$2.25M 2.1% 15

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Hamilton Wealth's PHO Position: Q1 2026 in Review

Hamilton Wealth increased its Invesco Water Resources ETF (PHO) stake by 5% in Q1 2026, buying an estimated $419K and bringing the position to 123,518 shares worth $8.26M. The position accounts for 1.61% of the portfolio, ranked #17.

Hamilton Wealth first reported a position in PHO in Q4 2018 and has held it in 30 quarters since. The position peaked at $9.04M in Q2 2024. 365 funds tracked by Wall St. Rank hold PHO as of Q1 2026.

  • Hamilton Wealth held 123,518 shares of Invesco Water Resources ETF worth $8.26M as of Q1 2026.
  • Hamilton Wealth bought 5,887 Invesco Water Resources ETF shares in Q1 2026, an estimated $419K.
  • Invesco Water Resources ETF made up 1.61% of Hamilton Wealth's portfolio in Q1 2026, its #17 holding.
  • Hamilton Wealth first reported a position in Invesco Water Resources ETF in Q4 2018 and has held it in 30 quarters since.
  • Hamilton Wealth's Invesco Water Resources ETF position peaked at $9.04M in Q2 2024.
  • 365 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2026.

Based on Hamilton Wealth's 13F filing for Q1 2026, filed 18 May 2026.