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Howard Capital Management Group’s Invesco Water Resources ETF PHO Stock Holding History

Howard Capital Management Group’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 		$492K Sell
7,122
-78
-1% -$5.27K 0.03% 91
2026
Q1 		$481K Sell
7,200
-585
-8% -$41.6K 0.03% 89
2025
Q4 		$548K Sell
7,785
-25
-0.3% -$1.8K 0.03% 82
2025
Q3 		$563K Sell
7,810
-764
-9% -$54.7K 0.04% 81
2025
Q2 		$599K Sell
8,574
-350
-4% -$23.2K 0.04% 77
2025
Q1 		$576K Buy
8,924
+110
+1% +$7.32K 0.04% 74
2024
Q4 		$580K Sell
8,814
-1,315
-13% -$91.7K 0.04% 80
2024
Q3 		$714K Sell
10,129
-685
-6% -$46.5K 0.05% 70
2024
Q2 		$702K Sell
10,814
-599
-5% -$39.4K 0.05% 67
2024
Q1 		$760K Sell
11,413
-350
-3% -$21.7K 0.06% 64
2023
Q4 		$716K Sell
11,763
-530
-4% -$29.2K 0.06% 59
2023
Q3 		$654K Sell
12,293
-499
-4% -$28K 0.06% 63
2023
Q2 		$721K Sell
12,792
-731
-5% -$39.1K 0.07% 59
2023
Q1 		$721K Sell
13,523
-109
-0.8% -$5.78K 0.08% 56
2022
Q4 		$703K Sell
13,632
-1,338
-9% -$67.5K 0.08% 53
2022
Q3 		$685K Sell
14,970
-445
-3% -$22.2K 0.09% 54
2022
Q2 		$712K Sell
15,415
-345
-2% -$16.8K 0.08% 54
2022
Q1 		$836K Sell
15,760
-230
-1% -$12.2K 0.08% 59
2021
Q4 		$973K Sell
15,990
-209
-1% -$12.1K 0.08% 59
2021
Q3 		$886K Sell
16,199
-131
-0.8% -$7.44K 0.08% 57
2021
Q2 		$874K Sell
16,330
-699
-4% -$36.6K 0.08% 57
2021
Q1 		$841K Buy
+17,029
New +$824K 0.09% 55

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1832 Asset Management
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Howard Capital Management Group's PHO Position: Q2 2026 in Review

Howard Capital Management Group reduced its Invesco Water Resources ETF (PHO) stake by 1.1% in Q2 2026, selling an estimated $5.27K and leaving 7,122 shares worth $492K. The position accounts for 0.03% of the portfolio, ranked #91.

Howard Capital Management Group first reported a position in PHO in Q1 2021 and has held it in 22 quarters since. The position peaked at $973K in Q4 2021. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • Howard Capital Management Group held 7,122 shares of Invesco Water Resources ETF worth $492K as of Q2 2026.
  • Howard Capital Management Group sold 78 Invesco Water Resources ETF shares in Q2 2026, an estimated $5.27K.
  • Invesco Water Resources ETF made up 0.03% of Howard Capital Management Group's portfolio in Q2 2026, its #91 holding.
  • Howard Capital Management Group first reported a position in Invesco Water Resources ETF in Q1 2021 and has held it in 22 quarters since.
  • Howard Capital Management Group's Invesco Water Resources ETF position peaked at $973K in Q4 2021.
  • 379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Howard Capital Management Group's 13F filing for Q2 2026, filed 16 Jul 2026.