Lynx Investment Advisory’s Invesco Water Resources ETF PHO Stock Holding History

Lynx Investment Advisory’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	$628K	Buy	9,093 +1	+0%	+$68	0.21%	121
2026 Q1	$608K	Buy	9,092 +1	+0%	+$71	0.29%	78
2025 Q4	$640K	Buy	9,091 +3,934	+76%	+$283K	0.35%	66
2025 Q3	$372K	Buy	5,157 +1	+0%	+$72	0.22%	95
2025 Q2	$360K	Sell	5,156 -55	-1%	-$3.65K	0.24%	93
2025 Q1	$336K	Buy	+5,211	New	+$347K	0.22%	95

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

Lynx Investment Advisory's PHO Position: Q2 2026 in Review

Lynx Investment Advisory increased its Invesco Water Resources ETF (PHO) stake by 0.01% in Q2 2026, buying an estimated $68 and bringing the position to 9,093 shares worth $628K. The position accounts for 0.21% of the portfolio, ranked #121.

Lynx Investment Advisory first reported a position in PHO in Q1 2025 and has held it in 6 quarters since. The position peaked at $640K in Q4 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Lynx Investment Advisory held 9,093 shares of Invesco Water Resources ETF worth $628K as of Q2 2026.
Lynx Investment Advisory bought 1 Invesco Water Resources ETF share in Q2 2026, an estimated $68.
Invesco Water Resources ETF made up 0.21% of Lynx Investment Advisory's portfolio in Q2 2026, its #121 holding.
Lynx Investment Advisory first reported a position in Invesco Water Resources ETF in Q1 2025 and has held it in 6 quarters since.
Lynx Investment Advisory's Invesco Water Resources ETF position peaked at $640K in Q4 2025.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.