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

Rockingstone 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
Q2 		$2.16M Buy
31,209
+125
+0.4% +$8.44K 0.87% 46
2026
Q1 		$2.08M Sell
31,084
-1,180
-4% -$84K 0.95% 43
2025
Q4 		$2.27M Buy
32,264
+1,515
+5% +$109K 1.04% 40
2025
Q3 		$2.22M Sell
30,749
-325
-1% -$23.3K 1.09% 38
2025
Q2 		$2.17M Sell
31,074
-561
-2% -$37.2K 1.14% 37
2025
Q1 		$2.04M Sell
31,635
-1,165
-4% -$77.5K 0.92% 42
2024
Q4 		$2.16M Sell
32,800
-12,100
-27% -$844K 0.95% 39
2024
Q3 		$3.17M Sell
44,900
-40
-0.1% -$2.72K 1.56% 22
2024
Q2 		$2.92M Sell
44,940
-155
-0.3% -$10.2K 1.5% 25
2024
Q1 		$3M Sell
45,095
-1,095
-2% -$68K 1.55% 24
2023
Q4 		$2.81M Buy
46,190
+3,355
+8% +$185K 1.58% 21
2023
Q3 		$2.28M Buy
42,835
+305
+0.7% +$17.1K 1.26% 28
2023
Q2 		$2.4M Buy
42,530
+20
+0% +$1.07K 1.35% 23
2023
Q1 		$2.27M Buy
42,510
+695
+2% +$36.8K 1.38% 21
2022
Q4 		$2.16M Buy
+41,815
New +$2.11M 1.61% 19

Other funds holding PHO

AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return
ACA
AllStreet Capital Advisors Los Angeles, California $154M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
RMAM
Raab & Moskowitz Asset Management Chatham, New Jersey $497M AUM 26.8% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Rockingstone Advisors's PHO Position: Q2 2026 in Review

Rockingstone Advisors increased its Invesco Water Resources ETF (PHO) stake by 0.4% in Q2 2026, buying an estimated $8.44K and bringing the position to 31,209 shares worth $2.16M. The position accounts for 0.87% of the portfolio, ranked #46.

Rockingstone Advisors first reported a position in PHO in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.17M in Q3 2024. 160 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • Rockingstone Advisors held 31,209 shares of Invesco Water Resources ETF worth $2.16M as of Q2 2026.
  • Rockingstone Advisors bought 125 Invesco Water Resources ETF shares in Q2 2026, an estimated $8.44K.
  • Invesco Water Resources ETF made up 0.87% of Rockingstone Advisors's portfolio in Q2 2026, its #46 holding.
  • Rockingstone Advisors first reported a position in Invesco Water Resources ETF in Q4 2022 and has held it in 15 quarters since.
  • Rockingstone Advisors's Invesco Water Resources ETF position peaked at $3.17M in Q3 2024.
  • 160 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Rockingstone Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.