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Independent Financial Group’s Invesco Water Resources ETF PHO Stock Holding History

Independent Financial 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 		$615K Buy
8,897
+2,877
+48% +$194K 0.01% 895
2026
Q1 		$402K Buy
6,020
+870
+17% +$61.9K 0.01% 1033
2025
Q4 		$363K Sell
5,150
-6,236
-55% -$449K 0.01% 1056
2025
Q3 		$821K Buy
11,386
+146
+1% +$10.5K 0.02% 671
2025
Q2 		$786K Buy
11,240
+58
+0.5% +$3.85K 0.02% 620
2025
Q1 		$721K Buy
11,182
+3,727
+50% +$248K 0.02% 577
2024
Q4 		$490K Buy
7,455
+209
+3% +$14.6K 0.02% 693
2024
Q3 		$511K Sell
7,246
-291
-4% -$19.8K 0.02% 644
2024
Q2 		$489K Buy
7,537
+44
+0.6% +$2.9K 0.02% 614
2024
Q1 		$499K Buy
7,493
+284
+4% +$17.6K 0.02% 585
2023
Q4 		$439K Buy
7,209
+405
+6% +$22.3K 0.02% 595
2023
Q3 		$362K Buy
6,804
+1,418
+26% +$79.6K 0.02% 589
2023
Q2 		$304K Buy
5,386
+389
+8% +$20.8K 0.02% 638
2023
Q1 		$267K Buy
+4,997
New +$265K 0.02% 657

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

Independent Financial Group's PHO Position: Q2 2026 in Review

Independent Financial Group increased its Invesco Water Resources ETF (PHO) stake by 48% in Q2 2026, buying an estimated $194K and bringing the position to 8,897 shares worth $615K. The position accounts for 0.01% of the portfolio, ranked #895.

Independent Financial Group first reported a position in PHO in Q1 2023 and has held it in 14 quarters since. The position peaked at $821K in Q3 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • Independent Financial Group held 8,897 shares of Invesco Water Resources ETF worth $615K as of Q2 2026.
  • Independent Financial Group bought 2,877 Invesco Water Resources ETF shares in Q2 2026, an estimated $194K.
  • Invesco Water Resources ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #895 holding.
  • Independent Financial Group first reported a position in Invesco Water Resources ETF in Q1 2023 and has held it in 14 quarters since.
  • Independent Financial Group's Invesco Water Resources ETF position peaked at $821K in Q3 2025.
  • 379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.