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

Sanctuary 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	$289K	Buy	4,177 +300	+8%	+$20.3K	﹤0.01%	2346
2026 Q1	$259K	Sell	3,877 -708	-15%	-$50.4K	﹤0.01%	2186
2025 Q4	$323K	Sell	4,585 -244	-5%	-$17.6K	﹤0.01%	1972
2025 Q3	$348K	Buy	4,829 +247	+5%	+$17.7K	﹤0.01%	1915
2025 Q2	$320K	Buy	4,582 +1	+0%	+$66	﹤0.01%	1876
2025 Q1	$296K	Buy	4,581 +1	+0%	+$67	﹤0.01%	1805
2024 Q4	$314K	Buy	4,580 +832	+22%	+$58K	﹤0.01%	1970
2024 Q3	$267K	Buy	3,748 +1	+0%	+$68	﹤0.01%	2068
2024 Q2	$242K	Buy	+3,747	New	+$247K	﹤0.01%	2064

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

Sanctuary Advisors's PHO Position: Q2 2026 in Review

Sanctuary Advisors increased its Invesco Water Resources ETF (PHO) stake by 7.7% in Q2 2026, buying an estimated $20.3K and bringing the position to 4,177 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #2346.

Sanctuary Advisors first reported a position in PHO in Q2 2024 and has held it in 9 quarters since. The position peaked at $348K in Q3 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Sanctuary Advisors held 4,177 shares of Invesco Water Resources ETF worth $289K as of Q2 2026.
Sanctuary Advisors bought 300 Invesco Water Resources ETF shares in Q2 2026, an estimated $20.3K.
Invesco Water Resources ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2346 holding.
Sanctuary Advisors first reported a position in Invesco Water Resources ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's Invesco Water Resources ETF position peaked at $348K in Q3 2025.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.