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

Prime Capital 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 Q2	$277K	Sell	4,004 -15,343	-79%	-$1.04M	﹤0.01%	893
2026 Q1	$1.29M	Sell	19,347 -7,589	-28%	-$540K	0.02%	450
2025 Q4	$1.9M	Sell	26,936 -730	-3%	-$52.6K	0.02%	358
2025 Q3	$2M	Sell	27,666 -648	-2%	-$46.4K	0.03%	342
2025 Q2	$1.98M	Sell	28,314 -15,495	-35%	-$1.03M	0.03%	333
2025 Q1	$2.83M	Buy	43,809 +14,297	+48%	+$951K	0.03%	307
2024 Q4	$1.94M	Buy	29,512 +1,548	+6%	+$108K	0.03%	310
2024 Q3	$1.97M	Buy	+27,964	New	+$1.9M	0.03%	318

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

Prime Capital Investment Advisors's PHO Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Invesco Water Resources ETF (PHO) stake by 79% in Q2 2026, selling an estimated $1.04M and leaving 4,004 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #893.

Prime Capital Investment Advisors first reported a position in PHO in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.83M in Q1 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Prime Capital Investment Advisors held 4,004 shares of Invesco Water Resources ETF worth $277K as of Q2 2026.
Prime Capital Investment Advisors sold 15,343 Invesco Water Resources ETF shares in Q2 2026, an estimated $1.04M.
Invesco Water Resources ETF made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #893 holding.
Prime Capital Investment Advisors first reported a position in Invesco Water Resources ETF in Q3 2024 and has held it in 8 quarters since.
Prime Capital Investment Advisors's Invesco Water Resources ETF position peaked at $2.83M in Q1 2025.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.