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Quantinno Capital Management’s Invesco Water Resources ETF PHO Stock Holding History

Quantinno Capital Management’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 		$368K Buy
5,509
+96
+2% +$6.83K ﹤0.01% 2919
2025
Q4 		$381K Sell
5,413
-146
-3% -$10.5K ﹤0.01% 2665
2025
Q3 		$401K Buy
5,559
+96
+2% +$6.88K ﹤0.01% 2211
2025
Q2 		$382K Sell
5,463
-32
-0.6% -$2.12K ﹤0.01% 1839
2025
Q1 		$355K Buy
+5,495
New +$366K ﹤0.01% 1544

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1832 Asset Management
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Quantinno Capital Management's PHO Position: Q1 2026 in Review

Quantinno Capital Management increased its Invesco Water Resources ETF (PHO) stake by 1.8% in Q1 2026, buying an estimated $6.83K and bringing the position to 5,509 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #2919.

Quantinno Capital Management first reported a position in PHO in Q1 2025 and has held it in 5 quarters since. The position peaked at $401K in Q3 2025. 365 funds tracked by Wall St. Rank hold PHO as of Q1 2026.

  • Quantinno Capital Management held 5,509 shares of Invesco Water Resources ETF worth $368K as of Q1 2026.
  • Quantinno Capital Management bought 96 Invesco Water Resources ETF shares in Q1 2026, an estimated $6.83K.
  • Invesco Water Resources ETF made up ﹤0.01% of Quantinno Capital Management's portfolio in Q1 2026, its #2919 holding.
  • Quantinno Capital Management first reported a position in Invesco Water Resources ETF in Q1 2025 and has held it in 5 quarters since.
  • Quantinno Capital Management's Invesco Water Resources ETF position peaked at $401K in Q3 2025.
  • 365 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2026.

Based on Quantinno Capital Management's 13F filing for Q1 2026, filed 15 May 2026.