OIA
PHO icon

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

OneDigital 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
Q1 		$907K Sell
13,573
-1,765
-12% -$126K 0.01% 715
2025
Q4 		$1.08M Buy
15,338
+8
+0.1% +$576 0.01% 651
2025
Q3 		$1.11M Buy
15,330
+77
+0.5% +$5.52K 0.01% 623
2025
Q2 		$1.07M Sell
15,253
-399
-3% -$26.5K 0.01% 621
2025
Q1 		$1.01M Sell
15,652
-48
-0.3% -$3.19K 0.01% 601
2024
Q4 		$1.03M Sell
15,700
-46
-0.3% -$3.21K 0.01% 627
2024
Q3 		$1.11M Hold
15,746
– – 0.01% 617
2024
Q2 		$1.02M Buy
15,746
+1,950
+14% +$128K 0.01% 611
2024
Q1 		$918K Buy
13,796
+500
+4% +$31.1K 0.01% 536
2023
Q4 		$809K Buy
13,296
+323
+2% +$17.8K 0.01% 543
2023
Q3 		$690K Buy
12,973
+151
+1% +$8.47K 0.01% 536
2023
Q2 		$723K Buy
12,822
+254
+2% +$13.6K 0.02% 500
2023
Q1 		$670K Buy
12,568
+2
+0% +$106 0.02% 516
2022
Q4 		$648K Buy
12,566
+2,675
+27% +$135K 0.02% 452
2022
Q3 		$453K Sell
9,891
-222
-2% -$11.1K 0.02% 490
2022
Q2 		$467K Buy
10,113
+88
+0.9% +$4.29K 0.02% 436
2022
Q1 		$532K Buy
10,025
+101
+1% +$5.35K 0.02% 424
2021
Q4 		$604K Sell
9,924
-183
-2% -$10.6K 0.02% 387
2021
Q3 		$553K Buy
10,107
+175
+2% +$9.93K 0.02% 392
2021
Q2 		$532K Buy
9,932
+916
+10% +$47.9K 0.02% 395
2021
Q1 		$445K Sell
9,016
-753
-8% -$36.4K 0.02% 406
2020
Q4 		$454K Hold
9,769
– – 0.02% 376
2020
Q3 		$388K Sell
9,769
-760
-7% -$29.7K 0.03% 361
2020
Q2 		$383K Hold
10,529
– – 0.03% 373
2020
Q1 		$330K Buy
+10,529
New +$391K 0.03% 352

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

OneDigital Investment Advisors's PHO Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its Invesco Water Resources ETF (PHO) stake by 12% in Q1 2026, selling an estimated $126K and leaving 13,573 shares worth $907K. The position accounts for 0.01% of the portfolio, ranked #715.

OneDigital Investment Advisors first reported a position in PHO in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.11M in Q3 2024. 365 funds tracked by Wall St. Rank hold PHO as of Q1 2026.

  • OneDigital Investment Advisors held 13,573 shares of Invesco Water Resources ETF worth $907K as of Q1 2026.
  • OneDigital Investment Advisors sold 1,765 Invesco Water Resources ETF shares in Q1 2026, an estimated $126K.
  • Invesco Water Resources ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #715 holding.
  • OneDigital Investment Advisors first reported a position in Invesco Water Resources ETF in Q1 2020 and has held it in 25 quarters since.
  • OneDigital Investment Advisors's Invesco Water Resources ETF position peaked at $1.11M in Q3 2024.
  • 365 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.