NewEdge Wealth’s Invesco Water Resources ETF PHO Stock Holding History

NewEdge Wealth’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	$779K	Buy	11,281 +134	+1%	+$9.05K	0.01%	724
2026 Q1	$745K	Hold	11,147	–	–	0.01%	703
2025 Q4	$785K	Hold	11,147	–	–	0.01%	699
2025 Q3	$805K	Sell	11,147 -2,238	-17%	-$160K	0.01%	616
2025 Q2	$957K	Hold	13,385	–	–	0.02%	542
2025 Q1	$864K	Sell	13,385 -2,307	-15%	-$154K	0.02%	505
2024 Q4	$1.03M	Hold	15,692	–	–	0.02%	474
2024 Q3	$1.11M	Hold	15,692	–	–	0.02%	453
2024 Q2	$1.02M	Hold	15,692	–	–	0.02%	417
2024 Q1	$1.03M	Sell	15,692 -1	-0%	-$62	0.02%	421
2023 Q4	$955K	Sell	15,693 -499	-3%	-$27.5K	0.02%	408
2023 Q3	$861K	Buy	+16,192	New	+$909K	0.03%	376

Other funds holding PHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

NewEdge Wealth's PHO Position: Q2 2026 in Review

NewEdge Wealth increased its Invesco Water Resources ETF (PHO) stake by 1.2% in Q2 2026, buying an estimated $9.05K and bringing the position to 11,281 shares worth $779K. The position accounts for 0.01% of the portfolio, ranked #724.

NewEdge Wealth first reported a position in PHO in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.11M in Q3 2024. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

NewEdge Wealth held 11,281 shares of Invesco Water Resources ETF worth $779K as of Q2 2026.
NewEdge Wealth bought 134 Invesco Water Resources ETF shares in Q2 2026, an estimated $9.05K.
Invesco Water Resources ETF made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #724 holding.
NewEdge Wealth first reported a position in Invesco Water Resources ETF in Q3 2023 and has held it in 12 quarters since.
NewEdge Wealth's Invesco Water Resources ETF position peaked at $1.11M in Q3 2024.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.