Secure Asset Management’s Invesco Water Resources ETF PHO Stock Holding History

Secure Asset Management’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	$1.14M	Sell	16,542 -53	-0.3%	-$3.58K	0.16%	123
2026 Q1	$1.11M	Buy	16,595 +2,951	+22%	+$210K	0.18%	123
2025 Q4	$961K	Sell	13,644 -509	-4%	-$36.7K	0.15%	132
2025 Q3	$1.02M	Buy	14,153 +1,050	+8%	+$75.2K	0.17%	130
2025 Q2	$916K	Buy	13,103 +3,185	+32%	+$211K	0.17%	136
2025 Q1	$640K	Buy	9,918 +4,477	+82%	+$298K	0.13%	153
2024 Q4	$358K	Buy	5,441 +471	+9%	+$32.8K	0.05%	232
2024 Q3	$351K	Sell	4,970 -13	-0.3%	-$883	0.06%	224
2024 Q2	$323K	Buy	+4,983	New	+$328K	0.06%	219

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

Secure Asset Management's PHO Position: Q2 2026 in Review

Secure Asset Management reduced its Invesco Water Resources ETF (PHO) stake by 0.32% in Q2 2026, selling an estimated $3.58K and leaving 16,542 shares worth $1.14M. The position accounts for 0.16% of the portfolio, ranked #123.

Secure Asset Management first reported a position in PHO in Q2 2024 and has held it in 9 quarters since. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Secure Asset Management held 16,542 shares of Invesco Water Resources ETF worth $1.14M as of Q2 2026.
Secure Asset Management sold 53 Invesco Water Resources ETF shares in Q2 2026, an estimated $3.58K.
Invesco Water Resources ETF made up 0.16% of Secure Asset Management's portfolio in Q2 2026, its #123 holding.
Secure Asset Management first reported a position in Invesco Water Resources ETF in Q2 2024 and has held it in 9 quarters since.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.