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

Larson 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	$107K	Sell	1,550 -670	-30%	-$45.2K	﹤0.01%	1147
2026 Q1	$148K	Sell	2,220 -1,020	-31%	-$72.6K	﹤0.01%	824
2025 Q4	$228K	Sell	3,240 -1,461	-31%	-$105K	0.01%	664
2025 Q3	$339K	Buy	4,701 +3	+0.1%	+$215	0.01%	578
2025 Q2	$328K	Sell	4,698 -529	-10%	-$35.1K	0.01%	545
2025 Q1	$337K	Sell	5,227 -327	-6%	-$21.8K	0.02%	491
2024 Q4	$365K	Sell	5,554 -33	-0.6%	-$2.3K	0.02%	430
2024 Q3	$394K	Buy	5,587 +5,062	+964%	+$344K	0.02%	400
2024 Q2	$34.1K	Buy	+525	New	+$34.5K	﹤0.01%	901

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

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

Larson Financial Group reduced its Invesco Water Resources ETF (PHO) stake by 30% in Q2 2026, selling an estimated $45.2K and leaving 1,550 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

Larson Financial Group first reported a position in PHO in Q2 2024 and has held it in 9 quarters since. The position peaked at $394K in Q3 2024. 381 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Larson Financial Group held 1,550 shares of Invesco Water Resources ETF worth $107K as of Q2 2026.
Larson Financial Group sold 670 Invesco Water Resources ETF shares in Q2 2026, an estimated $45.2K.
Invesco Water Resources ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1147 holding.
Larson Financial Group first reported a position in Invesco Water Resources ETF in Q2 2024 and has held it in 9 quarters since.
Larson Financial Group's Invesco Water Resources ETF position peaked at $394K in Q3 2024.
381 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.