Legacy Edge Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Legacy Edge 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	$547K	Buy	7,922 +771	+11%	+$52K	0.05%	134
2026 Q1	$478K	Buy	7,151 +1,224	+21%	+$87.1K	0.05%	143
2025 Q4	$417K	Buy	5,927 +368	+7%	+$26.5K	0.05%	147
2025 Q3	$401K	Buy	5,559 +1,620	+41%	+$116K	0.05%	147
2025 Q2	$275K	Buy	3,939 +173	+5%	+$11.5K	0.04%	172
2025 Q1	$243K	Buy	3,766 +366	+11%	+$24.4K	0.04%	168
2024 Q4	$224K	Sell	3,400 -1,196	-26%	-$83.4K	0.04%	168
2024 Q3	$324K	Buy	4,596 +38	+0.8%	+$2.58K	0.05%	140
2024 Q2	$296K	Sell	4,558 -532	-10%	-$35K	0.05%	141
2024 Q1	$339K	Buy	5,090 +451	+10%	+$28K	0.07%	120
2023 Q4	$282K	Buy	+4,639	New	+$256K	0.06%	130

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

Legacy Edge Advisors's PHO Position: Q2 2026 in Review

Legacy Edge Advisors increased its Invesco Water Resources ETF (PHO) stake by 11% in Q2 2026, buying an estimated $52K and bringing the position to 7,922 shares worth $547K. The position accounts for 0.05% of the portfolio, ranked #134.

Legacy Edge Advisors first reported a position in PHO in Q4 2023 and has held it in 11 quarters since. 381 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Legacy Edge Advisors held 7,922 shares of Invesco Water Resources ETF worth $547K as of Q2 2026.
Legacy Edge Advisors bought 771 Invesco Water Resources ETF shares in Q2 2026, an estimated $52K.
Invesco Water Resources ETF made up 0.05% of Legacy Edge Advisors's portfolio in Q2 2026, its #134 holding.
Legacy Edge Advisors first reported a position in Invesco Water Resources ETF in Q4 2023 and has held it in 11 quarters since.
381 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.