Leavell Investment Management’s Invesco Water Resources ETF PHO Stock Holding History

Leavell Investment 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	$202K	Buy	+2,930	New	+$198K	0.01%	622
2026 Q1	–	Sell	-2,930	Closed	-$206K	–	616
2025 Q4	$206K	Hold	2,930	–	–	0.01%	571
2025 Q3	$211K	Hold	2,930	–	–	0.01%	568
2025 Q2	$205K	Sell	2,930 -201	-6%	-$13.3K	0.01%	562
2025 Q1	$202K	Buy	3,131 +1	+0%	+$67	0.01%	543
2024 Q4	$206K	Hold	3,130	–	–	0.01%	522
2024 Q3	$221K	Hold	3,130	–	–	0.01%	506
2024 Q2	$203K	Hold	3,130	–	–	0.01%	492
2024 Q1	$208K	Buy	+3,130	New	+$194K	0.01%	466

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

Leavell Investment Management's PHO Position: Q2 2026 in Review

Leavell Investment Management opened a new position in Invesco Water Resources ETF (PHO) in Q2 2026: 2,930 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #622 among its holdings. This is a return to the name: Leavell Investment Management previously reported a position in PHO as recently as Q4 2025.

Leavell Investment Management first reported a position in PHO in Q1 2024 and has held it in 9 quarters since. The position peaked at $221K in Q3 2024. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Leavell Investment Management held 2,930 shares of Invesco Water Resources ETF worth $202K as of Q2 2026.
Invesco Water Resources ETF was a new Leavell Investment Management position in Q2 2026.
Invesco Water Resources ETF made up 0.01% of Leavell Investment Management's portfolio in Q2 2026, its #622 holding.
Leavell Investment Management first reported a position in Invesco Water Resources ETF in Q1 2024 and has held it in 9 quarters since.
Leavell Investment Management's Invesco Water Resources ETF position peaked at $221K in Q3 2024.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.