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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 		$275K Sell
3,939
-3,212
-45% -$217K 0.04% 172
2026
Q1 		$478K Buy
7,151
+1,224
+21% +$87.1K 0.05% 143
2025
Q4 		$417K Buy
+5,927
New +$427K 0.05% 147

Other funds holding PHO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HW
Hamilton Wealth Encino, California $546M AUM 31.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
WP
WealthSpring Partners Long Beach, California $116M AUM
SCM
Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return

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

Legacy Edge Advisors reduced its Invesco Water Resources ETF (PHO) stake by 45% in Q2 2026, selling an estimated $217K and leaving 3,939 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #172.

Legacy Edge Advisors first reported a position in PHO in Q4 2025 and has held it in 3 quarters since. The position peaked at $478K in Q1 2026. 240 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • Legacy Edge Advisors held 3,939 shares of Invesco Water Resources ETF worth $275K as of Q2 2026.
  • Legacy Edge Advisors sold 3,212 Invesco Water Resources ETF shares in Q2 2026, an estimated $217K.
  • Invesco Water Resources ETF made up 0.04% of Legacy Edge Advisors's portfolio in Q2 2026, its #172 holding.
  • Legacy Edge Advisors first reported a position in Invesco Water Resources ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's Invesco Water Resources ETF position peaked at $478K in Q1 2026.
  • 240 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.