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Nations Financial Group’s Invesco Water Resources ETF PHO Stock Holding History

Nations Financial 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 		$562K Sell
8,139
-158
-2% -$10.7K 0.03% 516
2026
Q1 		$555K Sell
8,297
-127
-2% -$9.04K 0.03% 516
2025
Q4 		$593K Buy
8,424
+280
+3% +$20.2K 0.03% 479
2025
Q3 		$587K Buy
8,144
+175
+2% +$12.5K 0.04% 451
2025
Q2 		$557K Buy
7,969
+229
+3% +$15.2K 0.04% 430
2025
Q1 		$499K Buy
7,740
+602
+8% +$40.1K 0.04% 425
2024
Q4 		$470K Buy
7,138
+324
+5% +$22.6K 0.03% 448
2024
Q3 		$481K Buy
6,814
+26
+0.4% +$1.77K 0.03% 444
2024
Q2 		$441K Buy
6,788
+128
+2% +$8.42K 0.04% 443
2024
Q1 		$443K Buy
6,660
+859
+15% +$53.4K 0.04% 441
2023
Q4 		$353K Sell
5,801
-3
-0.1% -$165 0.03% 477
2023
Q3 		$309K Buy
5,804
+601
+12% +$33.7K 0.03% 489
2023
Q2 		$293K Buy
5,203
+1,128
+28% +$60.3K 0.03% 503
2023
Q1 		$217K Buy
+4,075
New +$216K 0.02% 558

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

Nations Financial Group's PHO Position: Q2 2026 in Review

Nations Financial Group reduced its Invesco Water Resources ETF (PHO) stake by 1.9% in Q2 2026, selling an estimated $10.7K and leaving 8,139 shares worth $562K. The position accounts for 0.03% of the portfolio, ranked #516.

Nations Financial Group first reported a position in PHO in Q1 2023 and has held it in 14 quarters since. The position peaked at $593K in Q4 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • Nations Financial Group held 8,139 shares of Invesco Water Resources ETF worth $562K as of Q2 2026.
  • Nations Financial Group sold 158 Invesco Water Resources ETF shares in Q2 2026, an estimated $10.7K.
  • Invesco Water Resources ETF made up 0.03% of Nations Financial Group's portfolio in Q2 2026, its #516 holding.
  • Nations Financial Group first reported a position in Invesco Water Resources ETF in Q1 2023 and has held it in 14 quarters since.
  • Nations Financial Group's Invesco Water Resources ETF position peaked at $593K in Q4 2025.
  • 379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.