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Morris Financial Concepts’s Invesco Water Resources ETF PHO Stock Holding History

Morris Financial Concepts’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 		$1.59K Buy
+23
New +$1.55K ﹤0.01% 201
2024
Q4 		– Sell
-41
Closed -$2.89K – 193
2024
Q3 		$2.89K Buy
+41
New +$2.78K ﹤0.01% 182

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1832 Asset Management
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morris Financial Concepts's PHO Position: Q2 2026 in Review

Morris Financial Concepts opened a new position in Invesco Water Resources ETF (PHO) in Q2 2026: 23 shares worth $1.59K. The stake represents ﹤0.01% of the portfolio and ranks #201 among its holdings. This is a return to the name: Morris Financial Concepts previously reported a position in PHO as recently as Q3 2024.

Morris Financial Concepts first reported a position in PHO in Q3 2024 and has held it in 2 quarters since. The position peaked at $2.89K in Q3 2024. 381 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • Morris Financial Concepts held 23 shares of Invesco Water Resources ETF worth $1.59K as of Q2 2026.
  • Invesco Water Resources ETF was a new Morris Financial Concepts position in Q2 2026.
  • Invesco Water Resources ETF made up ﹤0.01% of Morris Financial Concepts's portfolio in Q2 2026, its #201 holding.
  • Morris Financial Concepts first reported a position in Invesco Water Resources ETF in Q3 2024 and has held it in 2 quarters since.
  • Morris Financial Concepts's Invesco Water Resources ETF position peaked at $2.89K in Q3 2024.
  • 381 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.