Sanibel Captiva Trust Company’s Invesco Water Resources ETF PHO Stock Holding History

Sanibel Captiva Trust Company’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	$249K	Hold	3,600	–	–	0.01%	421
2026 Q1	$241K	Hold	3,600	–	–	0.01%	405
2025 Q4	$253K	Hold	3,600	–	–	0.01%	380
2025 Q3	$260K	Hold	3,600	–	–	0.01%	366
2025 Q2	$252K	Hold	3,600	–	–	0.01%	369
2025 Q1	$232K	Hold	3,600	–	–	0.01%	366
2024 Q4	$237K	Hold	3,600	–	–	0.01%	356
2024 Q3	$254K	Hold	3,600	–	–	0.01%	345
2024 Q2	$234K	Hold	3,600	–	–	0.01%	339
2024 Q1	$240K	Hold	3,600	–	–	0.01%	337
2023 Q4	$219K	Buy	+3,600	New	+$198K	0.01%	327

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

Sanibel Captiva Trust Company's PHO Position: Q2 2026 in Review

Sanibel Captiva Trust Company held its Invesco Water Resources ETF (PHO) position steady in Q2 2026 at 3,600 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #421.

Sanibel Captiva Trust Company first reported a position in PHO in Q4 2023 and has held it in 11 quarters since. The position peaked at $260K in Q3 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Sanibel Captiva Trust Company held 3,600 shares of Invesco Water Resources ETF worth $249K as of Q2 2026.
Sanibel Captiva Trust Company left its Invesco Water Resources ETF share count unchanged in Q2 2026.
Invesco Water Resources ETF made up 0.01% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #421 holding.
Sanibel Captiva Trust Company first reported a position in Invesco Water Resources ETF in Q4 2023 and has held it in 11 quarters since.
Sanibel Captiva Trust Company's Invesco Water Resources ETF position peaked at $260K in Q3 2025.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.