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Murphy Middleton Hinkle & Parker’s Invesco Water Resources ETF PHO Stock Holding History

Murphy Middleton Hinkle & Parker’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 		– Sell
-9,484
Closed -$6.47M – 192
2025
Q4 		$6.47M Buy
+9,484
New +$683K 3.13% 4

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1832 Asset Management
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Murphy Middleton Hinkle & Parker's PHO Position: Q1 2026 in Review

Murphy Middleton Hinkle & Parker sold out of Invesco Water Resources ETF (PHO) in Q1 2026, closing a stake of 9,484 shares — an estimated $6.47M sold.

Murphy Middleton Hinkle & Parker first reported a position in PHO in Q4 2025 and held it in 1 quarter. The position peaked at $6.47M in Q4 2025. 365 funds tracked by Wall St. Rank hold PHO as of Q1 2026.

  • Murphy Middleton Hinkle & Parker reported no remaining Invesco Water Resources ETF position as of Q1 2026 after selling out during the quarter.
  • Murphy Middleton Hinkle & Parker sold 9,484 Invesco Water Resources ETF shares in Q1 2026, an estimated $6.47M.
  • Murphy Middleton Hinkle & Parker first reported a position in Invesco Water Resources ETF in Q4 2025 and held it in 1 quarter.
  • Murphy Middleton Hinkle & Parker's Invesco Water Resources ETF position peaked at $6.47M in Q4 2025.
  • 365 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2026.

Based on Murphy Middleton Hinkle & Parker's 13F filing for Q1 2026, filed 15 Apr 2026.