Sankala Group
PHO icon

Sankala Group’s Invesco Water Resources ETF PHO Stock Holding History

Sankala 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
Q3 		$53.1K Hold
781
– – 0.03% 236
2026
Q2 		$55.6K Hold
781
– – 0.04% 240
2026
Q1 		$51.7K Hold
781
– – 0.04% 230
2025
Q4 		$57K Buy
+781
New +$56.3K 0.05% 216

Other funds holding PHO

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Sankala Group's PHO Position: Q3 2026 in Review

Sankala Group held its Invesco Water Resources ETF (PHO) position steady in Q3 2026 at 781 shares worth $53.1K. The position accounts for 0.03% of the portfolio, ranked #236.

Sankala Group first reported a position in PHO in Q4 2025 and has held it in 4 quarters since. The position peaked at $57K in Q4 2025. 324 funds tracked by Wall St. Rank hold PHO as of Q3 2026.

  • Sankala Group held 781 shares of Invesco Water Resources ETF worth $53.1K as of Q3 2026.
  • Sankala Group left its Invesco Water Resources ETF share count unchanged in Q3 2026.
  • Invesco Water Resources ETF made up 0.03% of Sankala Group's portfolio in Q3 2026, its #236 holding.
  • Sankala Group first reported a position in Invesco Water Resources ETF in Q4 2025 and has held it in 4 quarters since.
  • Sankala Group's Invesco Water Resources ETF position peaked at $57K in Q4 2025.
  • 324 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2026.

Based on Sankala Group's 13F filing for Q3 2026, filed 9 Nov 2026.