IMA Advisory Services’s Invesco Water Resources ETF PHO Stock Holding History

IMA Advisory 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	$22.5K	Hold	325	–	–	﹤0.01%	614
2026 Q1	$21.7K	Hold	325	–	–	﹤0.01%	299
2025 Q4	$22.9K	Hold	325	–	–	﹤0.01%	301
2025 Q3	$23.4K	Hold	325	–	–	﹤0.01%	288
2025 Q2	$22.7K	Hold	325	–	–	﹤0.01%	279
2025 Q1	$21K	Buy	+325	New	+$21.6K	﹤0.01%	279

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

IMA Advisory Services's PHO Position: Q2 2026 in Review

IMA Advisory Services held its Invesco Water Resources ETF (PHO) position steady in Q2 2026 at 325 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

IMA Advisory Services first reported a position in PHO in Q1 2025 and has held it in 6 quarters since. The position peaked at $23.4K in Q3 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

IMA Advisory Services held 325 shares of Invesco Water Resources ETF worth $22.5K as of Q2 2026.
IMA Advisory Services left its Invesco Water Resources ETF share count unchanged in Q2 2026.
Invesco Water Resources ETF made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #614 holding.
IMA Advisory Services first reported a position in Invesco Water Resources ETF in Q1 2025 and has held it in 6 quarters since.
IMA Advisory Services's Invesco Water Resources ETF position peaked at $23.4K in Q3 2025.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.