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Root Financial Partners’s Invesco Water Resources ETF PHO Stock Holding History

Root Financial Partners’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 		– Sell
-261
Closed -$18.4K – 3530
2025
Q4 		$18.4K Hold
261
– – ﹤0.01% 1226
2025
Q3 		$18.8K Buy
+261
New +$18.7K ﹤0.01% 1150

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 $9.98B AUM 26.5% 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

Root Financial Partners's PHO Position: Q1 2026 in Review

Root Financial Partners sold out of Invesco Water Resources ETF (PHO) in Q1 2026, closing a stake of 261 shares — an estimated $18.4K sold.

Root Financial Partners first reported a position in PHO in Q3 2025 and held it in 2 quarters. The position peaked at $18.8K in Q3 2025. 365 funds tracked by Wall St. Rank hold PHO as of Q1 2026.

  • Root Financial Partners reported no remaining Invesco Water Resources ETF position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 261 Invesco Water Resources ETF shares in Q1 2026, an estimated $18.4K.
  • Root Financial Partners first reported a position in Invesco Water Resources ETF in Q3 2025 and held it in 2 quarters.
  • Root Financial Partners's Invesco Water Resources ETF position peaked at $18.8K in Q3 2025.
  • 365 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.