IFWM
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Institute for Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History

Institute for 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 		$31.8K Buy
+460
New +$31.1K ﹤0.01% 997
2020
Q1 		– Sell
-285
Closed -$11K – 594
2019
Q4 		$11K Buy
+285
New +$10.6K ﹤0.01% 597

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

Institute for Wealth Management's PHO Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invesco Water Resources ETF (PHO) in Q2 2026: 460 shares worth $31.8K. The stake represents ﹤0.01% of the portfolio and ranks #997 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in PHO as recently as Q4 2019.

Institute for Wealth Management first reported a position in PHO in Q4 2019 and has held it in 2 quarters since. 381 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • Institute for Wealth Management held 460 shares of Invesco Water Resources ETF worth $31.8K as of Q2 2026.
  • Invesco Water Resources ETF was a new Institute for Wealth Management position in Q2 2026.
  • Invesco Water Resources ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #997 holding.
  • Institute for Wealth Management first reported a position in Invesco Water Resources ETF in Q4 2019 and has held it in 2 quarters since.
  • 381 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.