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 Q2	$16.8K	Sell	243 -125	-34%	-$8.44K	0.01%	662
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 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

Medallion Wealth Advisors's PHO Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Invesco Water Resources ETF (PHO) stake by 34% in Q2 2026, selling an estimated $8.44K and leaving 243 shares worth $16.8K. The position accounts for 0.01% of the portfolio, ranked #662.

Medallion Wealth Advisors first reported a position in PHO in Q4 2024 and has held it in 7 quarters since. The position peaked at $25.3K in Q4 2025. 381 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Medallion Wealth Advisors held 243 shares of Invesco Water Resources ETF worth $16.8K as of Q2 2026.
Medallion Wealth Advisors sold 125 Invesco Water Resources ETF shares in Q2 2026, an estimated $8.44K.
Invesco Water Resources ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #662 holding.
Medallion Wealth Advisors first reported a position in Invesco Water Resources ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Invesco Water Resources ETF position peaked at $25.3K in Q4 2025.
381 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.