IAG Wealth Partners’s Invesco Water Resources ETF PHO Stock Holding History

IAG Wealth Partners’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	$29.4K	Hold	425	–	–	﹤0.01%	264
2026 Q1	$28.4K	Hold	425	–	–	﹤0.01%	261
2025 Q4	$29.9K	Hold	425	–	–	﹤0.01%	251
2025 Q3	$30.6K	Hold	425	–	–	﹤0.01%	260
2025 Q2	$29.7K	Hold	425	–	–	﹤0.01%	246
2025 Q1	$27.4K	Hold	425	–	–	﹤0.01%	249
2024 Q4	$28K	Hold	425	–	–	﹤0.01%	251
2024 Q3	$30K	Hold	425	–	–	0.01%	238
2024 Q2	$27.6K	Hold	425	–	–	0.01%	238
2024 Q1	$28.3K	Hold	425	–	–	0.01%	209
2023 Q4	$25.9K	Hold	425	–	–	0.01%	209
2023 Q3	$22.6K	Sell	425 -920	-68%	-$51.6K	0.01%	214
2023 Q2	$75.8K	Buy	1,345 +920	+216%	+$49.2K	0.02%	130
2023 Q1	$22.7K	Hold	425	–	–	0.01%	214
2022 Q4	$21.9K	Hold	425	–	–	0.01%	205
2022 Q3	$19K	Hold	425	–	–	0.01%	208
2022 Q2	$20K	Hold	425	–	–	0.01%	206
2022 Q1	$23K	Hold	425	–	–	0.01%	211
2021 Q4	$26K	Hold	425	–	–	0.01%	192
2021 Q3	$24K	Buy	+425	New	+$24.1K	0.01%	186
2020 Q1	–	Sell	-665	Closed	-$26K	–	450
2019 Q4	$26K	Buy	+665	New	+$24.7K	0.02%	157

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

IAG Wealth Partners's PHO Position: Q2 2026 in Review

IAG Wealth Partners held its Invesco Water Resources ETF (PHO) position steady in Q2 2026 at 425 shares worth $29.4K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

IAG Wealth Partners first reported a position in PHO in Q4 2019 and has held it in 21 quarters since. The position peaked at $75.8K in Q2 2023. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

IAG Wealth Partners held 425 shares of Invesco Water Resources ETF worth $29.4K as of Q2 2026.
IAG Wealth Partners left its Invesco Water Resources ETF share count unchanged in Q2 2026.
Invesco Water Resources ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #264 holding.
IAG Wealth Partners first reported a position in Invesco Water Resources ETF in Q4 2019 and has held it in 21 quarters since.
IAG Wealth Partners's Invesco Water Resources ETF position peaked at $75.8K in Q2 2023.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.