Relyea Zuckerberg Hanson’s Invesco Water Resources ETF PHO Stock Holding History

Relyea Zuckerberg Hanson’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	$206K	Sell	2,981 -1,000	-25%	-$67.5K	0.02%	294
2026 Q1	$266K	Hold	3,981	–	–	0.03%	230
2025 Q4	$280K	Sell	3,981 -699	-15%	-$50.4K	0.03%	217
2025 Q3	$337K	Hold	4,680	–	–	0.04%	201
2025 Q2	$327K	Sell	4,680 -2,880	-38%	-$191K	0.04%	203
2025 Q1	$488K	Sell	7,560 -1,495	-17%	-$99.5K	0.07%	146
2024 Q4	$596K	Hold	9,055	–	–	0.08%	130
2024 Q3	$639K	Hold	9,055	–	–	0.1%	113
2024 Q2	$588K	Hold	9,055	–	–	0.1%	109
2024 Q1	$603K	Hold	9,055	–	–	0.11%	107
2023 Q4	$551K	Hold	9,055	–	–	0.11%	108
2023 Q3	$482K	Hold	9,055	–	–	0.11%	110
2023 Q2	$511K	Hold	9,055	–	–	0.11%	109
2023 Q1	$483K	Hold	9,055	–	–	0.12%	106
2022 Q4	$467K	Hold	9,055	–	–	0.13%	104
2022 Q3	$414K	Hold	9,055	–	–	0.15%	94
2022 Q2	$419K	Hold	9,055	–	–	0.16%	97
2022 Q1	$474K	Hold	9,055	–	–	0.16%	99
2021 Q4	$480K	Hold	9,055	–	–	0.17%	96
2021 Q3	$495K	Buy	9,055 +905	+11%	+$51.4K	0.19%	81
2021 Q2	$436K	Buy	8,150 +1,890	+30%	+$98.9K	0.18%	81
2021 Q1	$328K	Buy	+6,260	New	+$303K	0.14%	91

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

Relyea Zuckerberg Hanson's PHO Position: Q2 2026 in Review

Relyea Zuckerberg Hanson reduced its Invesco Water Resources ETF (PHO) stake by 25% in Q2 2026, selling an estimated $67.5K and leaving 2,981 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #294.

Relyea Zuckerberg Hanson first reported a position in PHO in Q1 2021 and has held it in 22 quarters since. The position peaked at $639K in Q3 2024. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Relyea Zuckerberg Hanson held 2,981 shares of Invesco Water Resources ETF worth $206K as of Q2 2026.
Relyea Zuckerberg Hanson sold 1,000 Invesco Water Resources ETF shares in Q2 2026, an estimated $67.5K.
Invesco Water Resources ETF made up 0.02% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #294 holding.
Relyea Zuckerberg Hanson first reported a position in Invesco Water Resources ETF in Q1 2021 and has held it in 22 quarters since.
Relyea Zuckerberg Hanson's Invesco Water Resources ETF position peaked at $639K in Q3 2024.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.