Moneta Group Investment Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Moneta Group Investment 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	$361K	Buy	5,396 +169	+3%	+$12K	﹤0.01%	585
2025 Q4	$368K	Sell	5,227 -21	-0.4%	-$1.51K	﹤0.01%	580
2025 Q3	$378K	Buy	+5,248	New	+$376K	﹤0.01%	560
2022 Q3	–	Sell	-4,760	Closed	-$220K	–	458
2022 Q2	$220K	Buy	+4,760	New	+$232K	0.01%	431

Other funds holding PHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Moneta Group Investment Advisors's PHO Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Invesco Water Resources ETF (PHO) stake by 3.2% in Q1 2026, buying an estimated $12K and bringing the position to 5,396 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Moneta Group Investment Advisors first reported a position in PHO in Q2 2022 and has held it in 4 quarters since. The position peaked at $378K in Q3 2025. 365 funds tracked by Wall St. Rank hold PHO as of Q1 2026.

Moneta Group Investment Advisors held 5,396 shares of Invesco Water Resources ETF worth $361K as of Q1 2026.
Moneta Group Investment Advisors bought 169 Invesco Water Resources ETF shares in Q1 2026, an estimated $12K.
Invesco Water Resources ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #585 holding.
Moneta Group Investment Advisors first reported a position in Invesco Water Resources ETF in Q2 2022 and has held it in 4 quarters since.
Moneta Group Investment Advisors's Invesco Water Resources ETF position peaked at $378K in Q3 2025.
365 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.