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KCM Investment Advisors’s Invesco Water Resources ETF PHO Stock Holding History

KCM Investment Advisors’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 		– Sell
-3,518
Closed -$235K – 414
2026
Q1 		$235K Hold
3,518
– – 0.01% 363
2025
Q4 		$248K Sell
3,518
-190
-5% -$13.7K 0.01% 359
2025
Q3 		$267K Hold
3,708
– – 0.01% 335
2025
Q2 		$259K Hold
3,708
– – 0.01% 335
2025
Q1 		$239K Hold
3,708
– – 0.01% 335
2024
Q4 		$244K Hold
3,708
– – 0.01% 332
2024
Q3 		$262K Hold
3,708
– – 0.01% 335
2024
Q2 		$241K Hold
3,708
– – 0.01% 340
2024
Q1 		$247K Hold
3,708
– – 0.01% 345
2023
Q4 		$226K Buy
+3,708
New +$204K 0.01% 346
2023
Q3 		– Sell
-3,708
Closed -$209K – 380
2023
Q2 		$209K Sell
3,708
-1,935
-34% -$103K 0.01% 373
2023
Q1 		$301K Sell
5,643
-100
-2% -$5.3K 0.01% 344
2022
Q4 		$296K Hold
5,743
– – 0.01% 329
2022
Q3 		$263K Buy
5,743
+190
+3% +$9.48K 0.01% 331
2022
Q2 		$257K Sell
5,553
-321
-5% -$15.7K 0.01% 354
2022
Q1 		$311K Hold
5,874
– – 0.01% 348
2021
Q4 		$357K Hold
5,874
– – 0.01% 325
2021
Q3 		$321K Hold
5,874
– – 0.01% 319
2021
Q2 		$314K Buy
5,874
+235
+4% +$12.3K 0.01% 323
2021
Q1 		$279K Sell
5,639
-700
-11% -$33.9K 0.01% 319
2020
Q4 		$294K Hold
6,339
– – 0.01% 291
2020
Q3 		$252K Hold
6,339
– – 0.01% 283
2020
Q2 		$230K Buy
+6,339
New +$220K 0.01% 307
2020
Q1 		– Sell
-6,059
Closed -$234K – 332
2019
Q4 		$234K Buy
+6,059
New +$225K 0.01% 314

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

KCM Investment Advisors's PHO Position: Q2 2026 in Review

KCM Investment Advisors sold out of Invesco Water Resources ETF (PHO) in Q2 2026, closing a stake of 3,518 shares — an estimated $235K sold.

KCM Investment Advisors first reported a position in PHO in Q4 2019 and held it in 24 quarters. The position peaked at $357K in Q4 2021. 381 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • KCM Investment Advisors reported no remaining Invesco Water Resources ETF position as of Q2 2026 after selling out during the quarter.
  • KCM Investment Advisors sold 3,518 Invesco Water Resources ETF shares in Q2 2026, an estimated $235K.
  • KCM Investment Advisors first reported a position in Invesco Water Resources ETF in Q4 2019 and held it in 24 quarters.
  • KCM Investment Advisors's Invesco Water Resources ETF position peaked at $357K in Q4 2021.
  • 381 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.