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Mountain Capital Investment Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Mountain Capital 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
Q2 		– Sell
-7,144
Closed -$495K – 99
2026
Q1 		$495K Buy
7,144
+140
+2% +$9.97K 0.07% 35
2025
Q4 		$519K Buy
7,004
+275
+4% +$19.8K 0.08% 37
2025
Q3 		$485K Buy
6,729
+264
+4% +$18.9K 0.09% 37
2025
Q2 		$460K Sell
6,465
-170
-3% -$11.3K 0.09% 29
2025
Q1 		$428K Buy
6,635
+55
+0.8% +$3.66K 0.09% 29
2024
Q4 		$446K Buy
6,580
+480
+8% +$33.5K 0.09% 30
2024
Q3 		$432K Buy
6,100
+1,345
+28% +$91.3K 0.09% 33
2024
Q2 		$319K Buy
4,755
+260
+6% +$17.1K 0.08% 33
2024
Q1 		$296K Sell
4,495
-80
-2% -$4.97K 0.08% 31
2023
Q4 		$271K Buy
4,575
+425
+10% +$23.4K 0.09% 53
2023
Q3 		$221K Buy
4,150
+378
+10% +$21.2K 0.08% 55
2023
Q2 		$220K Buy
+3,772
New +$202K 0.08% 65
2017
Q4 		– Sell
-93
Closed – – 323
2017
Q3 		$0 Buy
+93
New +$2.54K ﹤0.01% 534

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

Mountain Capital Investment Advisors's PHO Position: Q2 2026 in Review

Mountain Capital Investment Advisors sold out of Invesco Water Resources ETF (PHO) in Q2 2026, closing a stake of 7,144 shares — an estimated $495K sold.

Mountain Capital Investment Advisors first reported a position in PHO in Q3 2017 and held it in 13 quarters. The position peaked at $519K in Q4 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • Mountain Capital Investment Advisors reported no remaining Invesco Water Resources ETF position as of Q2 2026 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 7,144 Invesco Water Resources ETF shares in Q2 2026, an estimated $495K.
  • Mountain Capital Investment Advisors first reported a position in Invesco Water Resources ETF in Q3 2017 and held it in 13 quarters.
  • Mountain Capital Investment Advisors's Invesco Water Resources ETF position peaked at $519K in Q4 2025.
  • 379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.