Lido Advisors
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Lido Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Lido 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 		– Sell
-3,502
Closed -$234K – 2239
2026
Q1 		$234K Buy
+3,502
New +$249K ﹤0.01% 1700
2025
Q3 		– Sell
-4,682
Closed -$327K – 1883
2025
Q2 		$327K Buy
4,682
+92
+2% +$6.11K ﹤0.01% 1294
2025
Q1 		$296K Sell
4,590
-26
-0.6% -$1.73K ﹤0.01% 1218
2024
Q4 		$304K Sell
4,616
-486
-10% -$33.9K ﹤0.01% 1206
2024
Q3 		$360K Sell
5,102
-119
-2% -$8.08K ﹤0.01% 1087
2024
Q2 		$339K Buy
5,221
+409
+8% +$26.9K ﹤0.01% 1065
2024
Q1 		$320K Sell
4,812
-299
-6% -$18.6K ﹤0.01% 1060
2023
Q4 		$311K Sell
5,111
-142
-3% -$7.82K ﹤0.01% 1021
2023
Q3 		$279K Sell
5,253
-45
-0.8% -$2.52K ﹤0.01% 947
2023
Q2 		$299K Buy
5,298
+61
+1% +$3.26K ﹤0.01% 935
2023
Q1 		$279K Buy
5,237
+83
+2% +$4.4K ﹤0.01% 891
2022
Q4 		$266K Buy
+5,154
New +$260K ﹤0.01% 824

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

Lido Advisors's PHO Position: Q2 2026 in Review

Lido Advisors sold out of Invesco Water Resources ETF (PHO) in Q2 2026, closing a stake of 3,502 shares — an estimated $234K sold.

Lido Advisors first reported a position in PHO in Q4 2022 and held it in 12 quarters. The position peaked at $360K in Q3 2024. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • Lido Advisors reported no remaining Invesco Water Resources ETF position as of Q2 2026 after selling out during the quarter.
  • Lido Advisors sold 3,502 Invesco Water Resources ETF shares in Q2 2026, an estimated $234K.
  • Lido Advisors first reported a position in Invesco Water Resources ETF in Q4 2022 and held it in 12 quarters.
  • Lido Advisors's Invesco Water Resources ETF position peaked at $360K in Q3 2024.
  • 379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.