Prism Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Prism 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 Q1	$12.5M	Buy	186,428 +19,912	+12%	+$1.42M	3.33%	11
2025 Q4	$11.7M	Sell	166,516 -425	-0.3%	-$30.6K	3.13%	12
2025 Q3	$12M	Buy	166,941 +3,923	+2%	+$281K	3.25%	11
2025 Q2	$11.4M	Sell	163,018 -34,524	-17%	-$2.29M	3.25%	11
2025 Q1	$12.7M	Sell	197,542 -8,810	-4%	-$586K	3.92%	11
2024 Q4	$13.6M	Buy	206,352 +18,054	+10%	+$1.26M	4.07%	10
2024 Q3	$13.3M	Buy	188,298 +38,476	+26%	+$2.61M	3.8%	10
2024 Q2	$9.72M	Buy	149,822 +140,486	+1,505%	+$9.24M	2.95%	15
2024 Q1	$621K	Buy	9,336 +428	+5%	+$26.6K	0.19%	37
2023 Q4	$542K	Buy	8,908 +3,353	+60%	+$185K	0.17%	43
2023 Q3	$295K	Buy	+5,555	New	+$312K	0.1%	49

Other funds holding PHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Prism Advisors's PHO Position: Q1 2026 in Review

Prism Advisors increased its Invesco Water Resources ETF (PHO) stake by 12% in Q1 2026, buying an estimated $1.42M and bringing the position to 186,428 shares worth $12.5M. The position accounts for 3.33% of the portfolio, ranked #11.

Prism Advisors first reported a position in PHO in Q3 2023 and has held it in 11 quarters since. The position peaked at $13.6M in Q4 2024. 365 funds tracked by Wall St. Rank hold PHO as of Q1 2026.

Prism Advisors held 186,428 shares of Invesco Water Resources ETF worth $12.5M as of Q1 2026.
Prism Advisors bought 19,912 Invesco Water Resources ETF shares in Q1 2026, an estimated $1.42M.
Invesco Water Resources ETF made up 3.33% of Prism Advisors's portfolio in Q1 2026, its #11 holding.
Prism Advisors first reported a position in Invesco Water Resources ETF in Q3 2023 and has held it in 11 quarters since.
Prism Advisors's Invesco Water Resources ETF position peaked at $13.6M in Q4 2024.
365 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2026.

Based on Prism Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.