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

IHT 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
Q2 		$1.58M Buy
22,896
+14,173
+162% +$957K 0.03% 471
2026
Q1 		$583K Buy
8,723
+9
+0.1% +$641 0.01% 771
2025
Q4 		$614K Sell
8,714
-177
-2% -$12.8K 0.01% 698
2025
Q3 		$641K Buy
8,891
+1
+0% +$72 0.02% 661
2025
Q2 		$622K Sell
8,890
-265
-3% -$17.6K 0.02% 636
2025
Q1 		$591K Sell
9,155
-502
-5% -$33.4K 0.02% 616
2024
Q4 		$635K Buy
9,657
+1,406
+17% +$98K 0.02% 607
2024
Q3 		$582K Buy
8,251
+151
+2% +$10.3K 0.02% 675
2024
Q2 		$526K Buy
8,100
+350
+5% +$23K 0.02% 625
2024
Q1 		$516K Buy
7,750
+73
+1% +$4.54K 0.02% 623
2023
Q4 		$467K Sell
7,677
-199
-3% -$11K 0.02% 622
2023
Q3 		$419K Sell
7,876
-1
-0% -$56 0.02% 607
2023
Q2 		$444K Buy
7,877
+327
+4% +$17.5K 0.02% 583
2023
Q1 		$403K Buy
7,550
+2
+0% +$106 0.02% 586
2022
Q4 		$389K Sell
7,548
-1,172
-13% -$59.1K 0.02% 565
2022
Q3 		$399K Buy
8,720
+395
+5% +$19.7K 0.03% 524
2022
Q2 		$385K Buy
8,325
+361
+5% +$17.6K 0.03% 455
2022
Q1 		$422K Buy
7,964
+632
+9% +$33.5K 0.03% 459
2021
Q4 		$446K Buy
7,332
+465
+7% +$27K 0.03% 474
2021
Q3 		$376K Buy
+6,867
New +$390K 0.03% 518
2018
Q2 		– Sell
-929
Closed -$28K – 1087
2018
Q1 		$28K Hold
929
– – 0.01% 869
2017
Q4 		$29K Buy
929
+352
+61% +$10.4K 0.01% 870
2017
Q3 		$17K Hold
577
– – 0.01% 825
2017
Q2 		$10K Hold
577
– – ﹤0.01% 977
2017
Q1 		$15K Hold
577
– – 0.01% 727
2016
Q4 		$14K Buy
+577
New +$14.1K 0.01% 734

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

IHT Wealth Management's PHO Position: Q2 2026 in Review

IHT Wealth Management increased its Invesco Water Resources ETF (PHO) stake by 162% in Q2 2026, buying an estimated $957K and bringing the position to 22,896 shares worth $1.58M. The position accounts for 0.03% of the portfolio, ranked #471.

IHT Wealth Management first reported a position in PHO in Q4 2016 and has held it in 26 quarters since. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • IHT Wealth Management held 22,896 shares of Invesco Water Resources ETF worth $1.58M as of Q2 2026.
  • IHT Wealth Management bought 14,173 Invesco Water Resources ETF shares in Q2 2026, an estimated $957K.
  • Invesco Water Resources ETF made up 0.03% of IHT Wealth Management's portfolio in Q2 2026, its #471 holding.
  • IHT Wealth Management first reported a position in Invesco Water Resources ETF in Q4 2016 and has held it in 26 quarters since.
  • 379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.