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

Scarborough 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	–	Sell	-132	Closed	-$8.84K	–	529
2026 Q1	$8.84K	Hold	132	–	–	﹤0.01%	458
2025 Q4	$9.29K	Hold	132	–	–	﹤0.01%	269
2025 Q3	$9.51K	Hold	132	–	–	﹤0.01%	258
2025 Q2	$9.21K	Buy	+132	New	+$8.76K	﹤0.01%	245
2024 Q3	–	Sell	-101	Closed	-$6.57K	–	349
2024 Q2	$6.57K	Hold	101	–	–	﹤0.01%	236
2024 Q1	$6.73K	Hold	101	–	–	﹤0.01%	231
2023 Q4	$6.15K	Buy	+101	New	+$5.56K	﹤0.01%	449

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

Scarborough Advisors's PHO Position: Q2 2026 in Review

Scarborough Advisors sold out of Invesco Water Resources ETF (PHO) in Q2 2026, closing a stake of 132 shares — an estimated $8.84K sold.

Scarborough Advisors first reported a position in PHO in Q4 2023 and held it in 7 quarters. The position peaked at $9.51K in Q3 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Scarborough Advisors reported no remaining Invesco Water Resources ETF position as of Q2 2026 after selling out during the quarter.
Scarborough Advisors sold 132 Invesco Water Resources ETF shares in Q2 2026, an estimated $8.84K.
Scarborough Advisors first reported a position in Invesco Water Resources ETF in Q4 2023 and held it in 7 quarters.
Scarborough Advisors's Invesco Water Resources ETF position peaked at $9.51K in Q3 2025.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.