Next Level Wealth Planning’s Invesco Water Resources ETF PHO Stock Holding History

Next Level Wealth Planning’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 Q3	$39.3K	Buy	+580	New	+$40.6K	0.02%	194

Other funds holding PHO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

SCM

Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return

AllStreet Capital Advisors Los Angeles, California $152M AUM 11.37% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Next Level Wealth Planning's PHO Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Invesco Water Resources ETF (PHO) in Q3 2026: 580 shares worth $39.3K. The stake represents 0.02% of the portfolio and ranks #194 among its holdings.

198 funds tracked by Wall St. Rank hold PHO as of Q3 2026.

Next Level Wealth Planning held 580 shares of Invesco Water Resources ETF worth $39.3K as of Q3 2026.
Invesco Water Resources ETF was a new Next Level Wealth Planning position in Q3 2026.
Invesco Water Resources ETF made up 0.02% of Next Level Wealth Planning's portfolio in Q3 2026, its #194 holding.
198 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.