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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Larson Financial Group's PHO Position: Q1 2026 in Review

Larson Financial Group reduced its Invesco Water Resources ETF (PHO) stake by 31% in Q1 2026, selling an estimated $72.6K and leaving 2,220 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Larson Financial Group first reported a position in PHO in Q2 2024 and has held it in 8 quarters since. The position peaked at $394K in Q3 2024. 365 funds tracked by Wall St. Rank hold PHO as of Q1 2026.

Larson Financial Group held 2,220 shares of Invesco Water Resources ETF worth $148K as of Q1 2026.
Larson Financial Group sold 1,020 Invesco Water Resources ETF shares in Q1 2026, an estimated $72.6K.
Invesco Water Resources ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #824 holding.
Larson Financial Group first reported a position in Invesco Water Resources ETF in Q2 2024 and has held it in 8 quarters since.
Larson Financial Group's Invesco Water Resources ETF position peaked at $394K in Q3 2024.
365 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.