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&Partners’s Invesco Water Resources ETF PHO Stock Holding History

&Partners’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 		$625K Buy
9,042
+4,534
+101% +$306K ﹤0.01% 1709
2026
Q1 		$301K Sell
4,508
-3,326
-42% -$237K ﹤0.01% 1990
2025
Q4 		$552K Buy
7,834
+2,085
+36% +$150K ﹤0.01% 1554
2025
Q3 		$424K Buy
5,749
+2,293
+66% +$164K ﹤0.01% 1559
2025
Q2 		$240K Buy
+3,456
New +$229K ﹤0.01% 1746

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

&Partners's PHO Position: Q2 2026 in Review

&Partners increased its Invesco Water Resources ETF (PHO) stake by 101% in Q2 2026, buying an estimated $306K and bringing the position to 9,042 shares worth $625K. The position accounts for ﹤0.01% of the portfolio, ranked #1709.

&Partners first reported a position in PHO in Q2 2025 and has held it in 5 quarters since. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • &Partners held 9,042 shares of Invesco Water Resources ETF worth $625K as of Q2 2026.
  • &Partners bought 4,534 Invesco Water Resources ETF shares in Q2 2026, an estimated $306K.
  • Invesco Water Resources ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1709 holding.
  • &Partners first reported a position in Invesco Water Resources ETF in Q2 2025 and has held it in 5 quarters since.
  • 379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.