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

Oxford 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 Q1	–	Sell	-4,440	Closed	-$313K	–	321
2025 Q4	$313K	Hold	4,440	–	–	0.02%	188
2025 Q3	$320K	Hold	4,440	–	–	0.02%	182
2025 Q2	$310K	Hold	4,440	–	–	0.02%	168
2025 Q1	$286K	Hold	4,440	–	–	0.02%	181
2024 Q4	$292K	Hold	4,440	–	–	0.02%	205
2024 Q3	$313K	Hold	4,440	–	–	0.02%	197
2024 Q2	$288K	Hold	4,440	–	–	0.02%	223
2024 Q1	$296K	Sell	4,440 -88	-2%	-$5.47K	0.02%	183
2023 Q4	$276K	Buy	4,528 +88	+2%	+$4.85K	0.02%	195
2023 Q3	$236K	Hold	4,440	–	–	0.02%	197
2023 Q2	$250K	Hold	4,440	–	–	0.02%	201
2023 Q1	$237K	Hold	4,440	–	–	0.03%	173
2022 Q4	$229K	Hold	4,440	–	–	0.03%	178
2022 Q3	$203K	Hold	4,440	–	–	0.03%	169
2022 Q2	$205K	Buy	+4,440	New	+$216K	0.03%	181

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

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

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

Oxford Financial Group's PHO Position: Q1 2026 in Review

Oxford Financial Group sold out of Invesco Water Resources ETF (PHO) in Q1 2026, closing a stake of 4,440 shares — an estimated $313K sold.

Oxford Financial Group first reported a position in PHO in Q2 2022 and held it in 15 quarters. The position peaked at $320K in Q3 2025. 366 funds tracked by Wall St. Rank hold PHO as of Q1 2026.

Oxford Financial Group reported no remaining Invesco Water Resources ETF position as of Q1 2026 after selling out during the quarter.
Oxford Financial Group sold 4,440 Invesco Water Resources ETF shares in Q1 2026, an estimated $313K.
Oxford Financial Group first reported a position in Invesco Water Resources ETF in Q2 2022 and held it in 15 quarters.
Oxford Financial Group's Invesco Water Resources ETF position peaked at $320K in Q3 2025.
366 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.