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Johnson Financial Group Inc (Wisconsin)’s Invesco Water Resources ETF PHO Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$137K Buy
1,989
+32
+2% +$2.16K ﹤0.01% 359
2026
Q1 		$131K Buy
1,957
+178
+10% +$12.7K ﹤0.01% 370
2025
Q4 		$125K Sell
1,779
-409
-19% -$29.5K ﹤0.01% 390
2025
Q3 		$158K Sell
2,188
-997
-31% -$71.4K 0.01% 387
2025
Q2 		$223K Buy
3,185
+1,910
+150% +$127K 0.01% 291
2025
Q1 		$82.3K Hold
1,275
– – ﹤0.01% 523
2024
Q4 		$87.2K Sell
1,275
-2,237
-64% -$156K ﹤0.01% 390
2024
Q3 		$248K Buy
3,512
+2,237
+175% +$152K 0.01% 326
2024
Q2 		$82.8K Sell
1,275
-2,972
-70% -$196K ﹤0.01% 399
2024
Q1 		$283K Buy
4,247
+2,972
+233% +$185K 0.02% 261
2023
Q4 		$77.6K Sell
1,275
-1,050
-45% -$57.8K ﹤0.01% 403
2023
Q3 		$124K Buy
2,325
+1,050
+82% +$58.9K 0.01% 287
2023
Q2 		$71.9K Hold
1,275
– – 0.01% 366
2023
Q1 		$68K Buy
+1,275
New +$67.6K ﹤0.01% 370

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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

Johnson Financial Group Inc (Wisconsin)'s PHO Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) increased its Invesco Water Resources ETF (PHO) stake by 1.6% in Q2 2026, buying an estimated $2.16K and bringing the position to 1,989 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Johnson Financial Group Inc (Wisconsin) first reported a position in PHO in Q1 2023 and has held it in 14 quarters since. The position peaked at $283K in Q1 2024. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 1,989 shares of Invesco Water Resources ETF worth $137K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) bought 32 Invesco Water Resources ETF shares in Q2 2026, an estimated $2.16K.
  • Invesco Water Resources ETF made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #359 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Invesco Water Resources ETF in Q1 2023 and has held it in 14 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Invesco Water Resources ETF position peaked at $283K in Q1 2024.
  • 379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.