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

Horizons 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 Q1	$6.69K	Hold	100	–	–	﹤0.01%	148
2025 Q4	$7.04K	Hold	100	–	–	﹤0.01%	148
2025 Q3	$7.21K	Hold	100	–	–	﹤0.01%	147
2025 Q2	$6.99K	Hold	100	–	–	0.01%	151
2025 Q1	$6.45K	Sell	100 -284	-74%	-$18.9K	﹤0.01%	152
2024 Q4	$25.3K	Hold	384	–	–	0.02%	112
2024 Q3	$27.1K	Hold	384	–	–	0.02%	116
2024 Q2	$26K	Hold	384	–	–	0.02%	118
2024 Q1	$23.4K	Hold	384	–	–	0.02%	114
2023 Q4	$23.4K	Hold	384	–	–	0.02%	114
2023 Q3	$20.4K	Hold	384	–	–	0.01%	121
2023 Q2	$21.7K	Hold	384	–	–	0.02%	133
2023 Q1	$20.5K	Hold	384	–	–	0.02%	117
2022 Q4	$20K	Hold	384	–	–	0.02%	116
2022 Q3	$18K	Hold	384	–	–	0.02%	107
2022 Q2	$21K	Buy	+384	New	+$18.7K	0.02%	106

Other funds holding PHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Horizons Wealth Management's PHO Position: Q1 2026 in Review

Horizons Wealth Management held its Invesco Water Resources ETF (PHO) position steady in Q1 2026 at 100 shares worth $6.69K. The position accounts for ﹤0.01% of the portfolio, ranked #148.

Horizons Wealth Management first reported a position in PHO in Q2 2022 and has held it in 16 quarters since. The position peaked at $27.1K in Q3 2024. 365 funds tracked by Wall St. Rank hold PHO as of Q1 2026.

Horizons Wealth Management held 100 shares of Invesco Water Resources ETF worth $6.69K as of Q1 2026.
Horizons Wealth Management left its Invesco Water Resources ETF share count unchanged in Q1 2026.
Invesco Water Resources ETF made up ﹤0.01% of Horizons Wealth Management's portfolio in Q1 2026, its #148 holding.
Horizons Wealth Management first reported a position in Invesco Water Resources ETF in Q2 2022 and has held it in 16 quarters since.
Horizons Wealth Management's Invesco Water Resources ETF position peaked at $27.1K in Q3 2024.
365 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.