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PlanVest Financial’s Invesco Water Resources ETF PHO Stock Holding History

PlanVest Financial’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 		$54.2K Hold
785
– – 0.04% 214
2026
Q1 		$52.5K Buy
+785
New +$55.9K 0.04% 200

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

PlanVest Financial's PHO Position: Q2 2026 in Review

PlanVest Financial held its Invesco Water Resources ETF (PHO) position steady in Q2 2026 at 785 shares worth $54.2K. The position accounts for 0.04% of the portfolio, ranked #214.

PlanVest Financial first reported a position in PHO in Q1 2026 and has held it in 2 quarters since. 367 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • PlanVest Financial held 785 shares of Invesco Water Resources ETF worth $54.2K as of Q2 2026.
  • PlanVest Financial left its Invesco Water Resources ETF share count unchanged in Q2 2026.
  • Invesco Water Resources ETF made up 0.04% of PlanVest Financial's portfolio in Q2 2026, its #214 holding.
  • PlanVest Financial first reported a position in Invesco Water Resources ETF in Q1 2026 and has held it in 2 quarters since.
  • 367 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.