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Retirement Planning Company of New England’s Invesco Water Resources ETF PHO Stock Holding History

Retirement Planning Company of New England’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 		$582K Sell
8,419
-991
-11% -$66.9K 0.21% 127
2026
Q1 		$629K Buy
9,410
+3
+0% +$214 0.26% 112
2025
Q4 		$662K Sell
9,407
-34
-0.4% -$2.45K 0.27% 100
2025
Q3 		$681K Sell
9,441
-8
-0.1% -$573 0.27% 103
2025
Q2 		$661K Sell
9,449
-153
-2% -$10.2K 0.29% 98
2025
Q1 		$620K Sell
9,602
-136
-1% -$9.05K 0.31% 101
2024
Q4 		$641K Buy
9,738
+11
+0.1% +$767 0.31% 99
2024
Q3 		$686K Sell
9,727
-286
-3% -$19.4K 0.34% 89
2024
Q2 		$650K Sell
10,013
-40
-0.4% -$2.63K 0.35% 81
2024
Q1 		$669K Sell
10,053
-60
-0.6% -$3.73K 0.37% 86
2023
Q4 		$616K Buy
10,113
+807
+9% +$44.4K 0.28% 107
2023
Q3 		$495K Sell
9,306
-1,778
-16% -$99.8K 0.28% 102
2023
Q2 		$625K Sell
11,084
-45
-0.4% -$2.41K 0.36% 88
2023
Q1 		$594K Buy
11,129
+16
+0.1% +$848 0.36% 95
2022
Q4 		$573K Sell
11,113
-196
-2% -$9.88K 0.37% 91
2022
Q3 		$517K Buy
11,309
+509
+5% +$25.4K 0.37% 90
2022
Q2 		$499K Sell
10,800
-31
-0.3% -$1.51K 0.34% 98
2022
Q1 		$574K Buy
10,831
+48
+0.4% +$2.54K 0.32% 101
2021
Q4 		$656K Buy
+10,783
New +$627K 0.32% 85

Other funds holding PHO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HW
Hamilton Wealth Encino, California $546M AUM 31.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
WP
WealthSpring Partners Long Beach, California $116M AUM
SCM
Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return

Retirement Planning Company of New England's PHO Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Invesco Water Resources ETF (PHO) stake by 11% in Q2 2026, selling an estimated $66.9K and leaving 8,419 shares worth $582K. The position accounts for 0.21% of the portfolio, ranked #127.

Retirement Planning Company of New England first reported a position in PHO in Q4 2021 and has held it in 19 quarters since. The position peaked at $686K in Q3 2024. 221 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • Retirement Planning Company of New England held 8,419 shares of Invesco Water Resources ETF worth $582K as of Q2 2026.
  • Retirement Planning Company of New England sold 991 Invesco Water Resources ETF shares in Q2 2026, an estimated $66.9K.
  • Invesco Water Resources ETF made up 0.21% of Retirement Planning Company of New England's portfolio in Q2 2026, its #127 holding.
  • Retirement Planning Company of New England first reported a position in Invesco Water Resources ETF in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's Invesco Water Resources ETF position peaked at $686K in Q3 2024.
  • 221 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.