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Medallion Wealth Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Medallion Wealth 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
Q1 		$24.6K Buy
368
+8
+2% +$570 0.01% 613
2025
Q4 		$25.3K Buy
360
+125
+53% +$9.01K 0.01% 597
2025
Q3 		$16.9K Hold
235
– – 0.01% 662
2025
Q2 		$16.7K Hold
235
– – 0.01% 650
2025
Q1 		$15.2K Hold
235
– – 0.01% 620
2024
Q4 		$15.5K Buy
+235
New +$16.4K 0.01% 603

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Medallion Wealth Advisors's PHO Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Invesco Water Resources ETF (PHO) stake by 2.2% in Q1 2026, buying an estimated $570 and bringing the position to 368 shares worth $24.6K. The position accounts for 0.01% of the portfolio, ranked #613.

Medallion Wealth Advisors first reported a position in PHO in Q4 2024 and has held it in 6 quarters since. The position peaked at $25.3K in Q4 2025. 365 funds tracked by Wall St. Rank hold PHO as of Q1 2026.

  • Medallion Wealth Advisors held 368 shares of Invesco Water Resources ETF worth $24.6K as of Q1 2026.
  • Medallion Wealth Advisors bought 8 Invesco Water Resources ETF shares in Q1 2026, an estimated $570.
  • Invesco Water Resources ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #613 holding.
  • Medallion Wealth Advisors first reported a position in Invesco Water Resources ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Invesco Water Resources ETF position peaked at $25.3K in Q4 2025.
  • 365 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.