Ritter Daniher Financial Advisory’s Invesco Water Resources ETF PHO Stock Holding History

Ritter Daniher Financial Advisory’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	$305K	Hold	4,411	–	–	0.05%	138
2026 Q1	$295K	Hold	4,411	–	–	0.05%	134
2025 Q4	$311K	Hold	4,411	–	–	0.05%	135
2025 Q3	$318K	Hold	4,411	–	–	0.06%	125
2025 Q2	$308K	Hold	4,411	–	–	0.08%	70
2025 Q1	$285K	Hold	4,411	–	–	0.08%	72
2024 Q4	$290K	Hold	4,411	–	–	0.08%	70
2024 Q3	$311K	Hold	4,411	–	–	0.09%	66
2024 Q2	$286K	Hold	4,411	–	–	0.09%	65
2024 Q1	$294K	Hold	4,411	–	–	0.1%	65
2023 Q4	$268K	Hold	4,411	–	–	0.1%	66
2023 Q3	$235K	Buy	4,411 +2,661	+152%	+$149K	0.1%	66
2023 Q2	$98.7K	Hold	1,750	–	–	0.04%	104
2023 Q1	$93.4K	Hold	1,750	–	–	0.04%	103
2022 Q4	$90.2K	Hold	1,750	–	–	0.04%	108
2022 Q3	$80K	Hold	1,750	–	–	0.06%	95
2022 Q2	$81K	Hold	1,750	–	–	0.06%	90
2022 Q1	$93K	Hold	1,750	–	–	0.06%	85
2021 Q4	$106K	Hold	1,750	–	–	0.07%	83
2021 Q3	$96K	Hold	1,750	–	–	0.07%	84
2021 Q2	$94K	Hold	1,750	–	–	0.07%	78
2021 Q1	$86K	Hold	1,750	–	–	0.07%	74
2020 Q4	$81K	Buy	+1,750	New	+$76.6K	0.07%	73

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

Ritter Daniher Financial Advisory's PHO Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its Invesco Water Resources ETF (PHO) position steady in Q2 2026 at 4,411 shares worth $305K. The position accounts for 0.05% of the portfolio, ranked #138.

Ritter Daniher Financial Advisory first reported a position in PHO in Q4 2020 and has held it in 23 quarters since. The position peaked at $318K in Q3 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Ritter Daniher Financial Advisory held 4,411 shares of Invesco Water Resources ETF worth $305K as of Q2 2026.
Ritter Daniher Financial Advisory left its Invesco Water Resources ETF share count unchanged in Q2 2026.
Invesco Water Resources ETF made up 0.05% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #138 holding.
Ritter Daniher Financial Advisory first reported a position in Invesco Water Resources ETF in Q4 2020 and has held it in 23 quarters since.
Ritter Daniher Financial Advisory's Invesco Water Resources ETF position peaked at $318K in Q3 2025.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.