LB
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Legacy Bridge’s Invesco Water Resources ETF PHO Stock Holding History

Legacy Bridge’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 		$49K Hold
710
– – 0.02% 209
2026
Q1 		$47.5K Hold
710
– – 0.02% 202
2025
Q4 		$50K Hold
710
– – 0.02% 194
2025
Q3 		$51.2K Hold
710
– – 0.02% 192
2025
Q2 		$49.6K Hold
710
– – 0.02% 184
2025
Q1 		$45.8K Hold
710
– – 0.03% 187
2024
Q4 		$46.7K Sell
710
-500
-41% -$34.9K 0.02% 193
2024
Q3 		$80.7K Buy
1,210
+500
+70% +$34K 0.04% 171
2024
Q2 		$46.1K Hold
710
– – 0.03% 188
2024
Q1 		$47.3K Hold
710
– – 0.03% 197
2023
Q4 		$43.2K Hold
710
– – 0.03% 200
2023
Q3 		$37.8K Hold
710
– – 0.03% 198
2023
Q2 		$40K Hold
710
– – 0.03% 199
2023
Q1 		$37.9K Hold
710
– – 0.03% 205
2022
Q4 		$36.6K Hold
710
– – 0.03% 205
2022
Q3 		$32K Hold
710
– – 0.03% 197
2022
Q2 		$33K Hold
710
– – 0.02% 203
2022
Q1 		$38K Hold
710
– – 0.02% 209
2021
Q4 		$43K Hold
710
– – 0.02% 206
2021
Q3 		$39K Hold
710
– – 0.02% 204
2021
Q2 		$38K Hold
710
– – 0.02% 210
2021
Q1 		$35K Hold
710
– – 0.02% 210
2020
Q4 		$33K Hold
710
– – 0.02% 204
2020
Q3 		$28K Hold
710
– – 0.03% 200
2020
Q2 		$26K Hold
710
– – 0.03% 203
2020
Q1 		$22K Hold
710
– – 0.03% 198
2019
Q4 		$27K Buy
+710
New +$26.3K 0.02% 217

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

Legacy Bridge's PHO Position: Q2 2026 in Review

Legacy Bridge held its Invesco Water Resources ETF (PHO) position steady in Q2 2026 at 710 shares worth $49K. The position accounts for 0.02% of the portfolio, ranked #209.

Legacy Bridge first reported a position in PHO in Q4 2019 and has held it in 27 quarters since. The position peaked at $80.7K in Q3 2024. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • Legacy Bridge held 710 shares of Invesco Water Resources ETF worth $49K as of Q2 2026.
  • Legacy Bridge left its Invesco Water Resources ETF share count unchanged in Q2 2026.
  • Invesco Water Resources ETF made up 0.02% of Legacy Bridge's portfolio in Q2 2026, its #209 holding.
  • Legacy Bridge first reported a position in Invesco Water Resources ETF in Q4 2019 and has held it in 27 quarters since.
  • Legacy Bridge's Invesco Water Resources ETF position peaked at $80.7K in Q3 2024.
  • 379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.