LWM
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Lyell Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History

Lyell Wealth Management’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 		$309K Buy
4,468
+150
+3% +$10.1K 0.02% 193
2026
Q1 		$289K Hold
4,318
– – 0.02% 184
2025
Q4 		$304K Hold
4,318
– – 0.02% 182
2025
Q3 		$311K Hold
4,318
– – 0.02% 182
2025
Q2 		$302K Buy
+4,318
New +$287K 0.02% 179

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

Lyell Wealth Management's PHO Position: Q2 2026 in Review

Lyell Wealth Management increased its Invesco Water Resources ETF (PHO) stake by 3.5% in Q2 2026, buying an estimated $10.1K and bringing the position to 4,468 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #193.

Lyell Wealth Management first reported a position in PHO in Q2 2025 and has held it in 5 quarters since. The position peaked at $311K in Q3 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • Lyell Wealth Management held 4,468 shares of Invesco Water Resources ETF worth $309K as of Q2 2026.
  • Lyell Wealth Management bought 150 Invesco Water Resources ETF shares in Q2 2026, an estimated $10.1K.
  • Invesco Water Resources ETF made up 0.02% of Lyell Wealth Management's portfolio in Q2 2026, its #193 holding.
  • Lyell Wealth Management first reported a position in Invesco Water Resources ETF in Q2 2025 and has held it in 5 quarters since.
  • Lyell Wealth Management's Invesco Water Resources ETF position peaked at $311K in Q3 2025.
  • 379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.