Millstone Evans Group’s Invesco Water Resources ETF PHO Stock Holding History

Millstone Evans Group’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	$228K	Hold	3,302	–	–	0.12%	127
2026 Q1	$221K	Hold	3,302	–	–	0.13%	133
2025 Q4	$232K	Hold	3,302	–	–	0.14%	121
2025 Q3	$238K	Hold	3,302	–	–	0.15%	108
2025 Q2	$231K	Hold	3,302	–	–	0.16%	111
2025 Q1	$213K	Hold	3,302	–	–	0.14%	113
2024 Q4	$217K	Buy	+3,302	New	+$230K	0.15%	110

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

Millstone Evans Group's PHO Position: Q2 2026 in Review

Millstone Evans Group held its Invesco Water Resources ETF (PHO) position steady in Q2 2026 at 3,302 shares worth $228K. The position accounts for 0.12% of the portfolio, ranked #127.

Millstone Evans Group first reported a position in PHO in Q4 2024 and has held it in 7 quarters since. The position peaked at $238K in Q3 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Millstone Evans Group held 3,302 shares of Invesco Water Resources ETF worth $228K as of Q2 2026.
Millstone Evans Group left its Invesco Water Resources ETF share count unchanged in Q2 2026.
Invesco Water Resources ETF made up 0.12% of Millstone Evans Group's portfolio in Q2 2026, its #127 holding.
Millstone Evans Group first reported a position in Invesco Water Resources ETF in Q4 2024 and has held it in 7 quarters since.
Millstone Evans Group's Invesco Water Resources ETF position peaked at $238K in Q3 2025.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.