SageView Advisory Group’s Invesco Water Resources ETF PHO Stock Holding History

SageView Advisory Group’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	-104	Closed	-$7.32K	–	1909
2025 Q4	$7.32K	Buy	+104	New	+$7.49K	﹤0.01%	1831
2024 Q2	–	Sell	-8,892	Closed	-$537K	–	703
2024 Q1	$537K	Sell	8,892 -3,896	-30%	-$242K	0.03%	310
2023 Q4	$773K	Buy	12,788 +3,138	+33%	+$173K	0.03%	302
2023 Q3	$513K	Buy	9,650 +1,800	+23%	+$101K	0.03%	325
2023 Q2	$443K	Buy	+7,850	New	+$420K	0.02%	371

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SageView Advisory Group's PHO Position: Q1 2026 in Review

SageView Advisory Group sold out of Invesco Water Resources ETF (PHO) in Q1 2026, closing a stake of 104 shares — an estimated $7.32K sold.

SageView Advisory Group first reported a position in PHO in Q2 2023 and held it in 5 quarters. The position peaked at $773K in Q4 2023. 366 funds tracked by Wall St. Rank hold PHO as of Q1 2026.

SageView Advisory Group reported no remaining Invesco Water Resources ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 104 Invesco Water Resources ETF shares in Q1 2026, an estimated $7.32K.
SageView Advisory Group first reported a position in Invesco Water Resources ETF in Q2 2023 and held it in 5 quarters.
SageView Advisory Group's Invesco Water Resources ETF position peaked at $773K in Q4 2023.
366 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.