Hantz Financial Services’s Invesco Water Resources ETF PHO Stock Holding History

Hantz Financial Services’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	$54K	Hold	779	–	–	﹤0.01%	1628
2026 Q1	$52K	Hold	779	–	–	﹤0.01%	1542
2025 Q4	$55K	Hold	779	–	–	﹤0.01%	1401
2025 Q3	$56K	Hold	779	–	–	﹤0.01%	1188
2025 Q2	$54K	Buy	+779	New	+$51.7K	﹤0.01%	941

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

Hantz Financial Services's PHO Position: Q2 2026 in Review

Hantz Financial Services held its Invesco Water Resources ETF (PHO) position steady in Q2 2026 at 779 shares worth $54K. The position accounts for ﹤0.01% of the portfolio, ranked #1628.

Hantz Financial Services first reported a position in PHO in Q2 2025 and has held it in 5 quarters since. The position peaked at $56K in Q3 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Hantz Financial Services held 779 shares of Invesco Water Resources ETF worth $54K as of Q2 2026.
Hantz Financial Services left its Invesco Water Resources ETF share count unchanged in Q2 2026.
Invesco Water Resources ETF made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #1628 holding.
Hantz Financial Services first reported a position in Invesco Water Resources ETF in Q2 2025 and has held it in 5 quarters since.
Hantz Financial Services's Invesco Water Resources ETF position peaked at $56K in Q3 2025.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.