SA
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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
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
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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B 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 $8.94B AUM 20.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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