LPWM LLC’s Invesco Water Resources ETF PHO Stock Holding History

LPWM LLC’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	$510K	Hold	7,387	–	–	0.11%	71
2026 Q1	$494K	Buy	7,387 +1,489	+25%	+$106K	0.12%	67
2025 Q4	$415K	Buy	5,898 +415	+8%	+$29.9K	0.1%	70
2025 Q3	$395K	Buy	5,483 +608	+12%	+$43.6K	0.11%	64
2025 Q2	$341K	Hold	4,875	–	–	0.1%	66
2025 Q1	$315K	Buy	4,875 +388	+9%	+$25.8K	0.1%	64
2024 Q4	$295K	Hold	4,487	–	–	0.09%	63
2024 Q3	$312K	Hold	4,487	–	–	0.1%	62
2024 Q2	$288K	Buy	4,487 +40	+0.9%	+$2.63K	0.1%	62
2024 Q1	$288K	Hold	4,447	–	–	0.11%	61
2023 Q4	$261K	Hold	4,447	–	–	0.1%	59
2023 Q3	$234K	Hold	4,447	–	–	0.11%	58
2023 Q2	$250K	Hold	4,447	–	–	0.11%	57
2023 Q1	$237K	Buy	+4,447	New	+$236K	0.11%	57

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

LPWM LLC's PHO Position: Q2 2026 in Review

LPWM LLC held its Invesco Water Resources ETF (PHO) position steady in Q2 2026 at 7,387 shares worth $510K. The position accounts for 0.11% of the portfolio, ranked #71.

LPWM LLC first reported a position in PHO in Q1 2023 and has held it in 14 quarters since. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

LPWM LLC held 7,387 shares of Invesco Water Resources ETF worth $510K as of Q2 2026.
LPWM LLC left its Invesco Water Resources ETF share count unchanged in Q2 2026.
Invesco Water Resources ETF made up 0.11% of LPWM LLC's portfolio in Q2 2026, its #71 holding.
LPWM LLC first reported a position in Invesco Water Resources ETF in Q1 2023 and has held it in 14 quarters since.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.