Piscataqua Savings Bank’s Invesco Water Resources ETF PHO Stock Holding History

Piscataqua Savings Bank’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	$24.2K	Hold	350	–	–	0.02%	259
2026 Q1	$23.4K	Hold	350	–	–	0.02%	263
2025 Q4	$24.6K	Hold	350	–	–	0.02%	254
2025 Q3	$25.2K	Hold	350	–	–	0.02%	217
2025 Q2	$24.5K	Hold	350	–	–	0.02%	214
2025 Q1	$22.6K	Hold	350	–	–	0.02%	216
2024 Q4	$23K	Hold	350	–	–	0.02%	216
2024 Q3	$24.7K	Hold	350	–	–	0.02%	213
2024 Q2	$22.7K	Hold	350	–	–	0.02%	216
2024 Q1	$23.3K	Hold	350	–	–	0.02%	221
2023 Q4	$21.3K	Hold	350	–	–	0.02%	220
2023 Q3	$18.6K	Hold	350	–	–	0.02%	234
2023 Q2	$19.7K	Hold	350	–	–	0.02%	225
2023 Q1	$18.7K	Buy	+350	New	+$18.5K	0.02%	234

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

Piscataqua Savings Bank's PHO Position: Q2 2026 in Review

Piscataqua Savings Bank held its Invesco Water Resources ETF (PHO) position steady in Q2 2026 at 350 shares worth $24.2K. The position accounts for 0.02% of the portfolio, ranked #259.

Piscataqua Savings Bank first reported a position in PHO in Q1 2023 and has held it in 14 quarters since. The position peaked at $25.2K in Q3 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Piscataqua Savings Bank held 350 shares of Invesco Water Resources ETF worth $24.2K as of Q2 2026.
Piscataqua Savings Bank left its Invesco Water Resources ETF share count unchanged in Q2 2026.
Invesco Water Resources ETF made up 0.02% of Piscataqua Savings Bank's portfolio in Q2 2026, its #259 holding.
Piscataqua Savings Bank first reported a position in Invesco Water Resources ETF in Q1 2023 and has held it in 14 quarters since.
Piscataqua Savings Bank's Invesco Water Resources ETF position peaked at $25.2K in Q3 2025.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Piscataqua Savings Bank's 13F filing for Q2 2026, filed 9 Jul 2026.