RWA Wealth Partners’s Invesco Water Resources ETF PHO Stock Holding History

RWA Wealth 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 Q2	$266K	Hold	3,850	–	–	﹤0.01%	588
2026 Q1	$257K	Hold	3,850	–	–	﹤0.01%	568
2025 Q4	$271K	Hold	3,850	–	–	﹤0.01%	544
2025 Q3	$278K	Buy	3,850 +600	+18%	+$43K	﹤0.01%	538
2025 Q2	$227K	Sell	3,250 -1,008	-24%	-$66.9K	﹤0.01%	556
2025 Q1	$275K	Sell	4,258 -48	-1%	-$3.19K	﹤0.01%	492
2024 Q4	$283K	Buy	4,306 +151	+4%	+$10.5K	﹤0.01%	495
2024 Q3	$293K	Buy	4,155 +1	+0%	+$68	﹤0.01%	480
2024 Q2	$270K	Sell	4,154 -9	-0.2%	-$592	﹤0.01%	475
2024 Q1	$277K	Buy	4,163 +1	+0%	+$62	﹤0.01%	468
2023 Q4	$253K	Buy	+4,162	New	+$229K	﹤0.01%	468

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

RWA Wealth Partners's PHO Position: Q2 2026 in Review

RWA Wealth Partners held its Invesco Water Resources ETF (PHO) position steady in Q2 2026 at 3,850 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

RWA Wealth Partners first reported a position in PHO in Q4 2023 and has held it in 11 quarters since. The position peaked at $293K in Q3 2024. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

RWA Wealth Partners held 3,850 shares of Invesco Water Resources ETF worth $266K as of Q2 2026.
RWA Wealth Partners left its Invesco Water Resources ETF share count unchanged in Q2 2026.
Invesco Water Resources ETF made up ﹤0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #588 holding.
RWA Wealth Partners first reported a position in Invesco Water Resources ETF in Q4 2023 and has held it in 11 quarters since.
RWA Wealth Partners's Invesco Water Resources ETF position peaked at $293K in Q3 2024.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.