Sequoia Financial Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Sequoia Financial 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	$413K	Buy	5,986 +4	+0.1%	+$270	﹤0.01%	1459
2026 Q1	$400K	Buy	5,982 +4	+0.1%	+$285	﹤0.01%	1401
2025 Q4	$421K	Buy	5,978 +249	+4%	+$17.9K	﹤0.01%	1375
2025 Q3	$413K	Buy	5,729 +457	+9%	+$32.7K	﹤0.01%	1224
2025 Q2	$369K	Buy	5,272 +2,082	+65%	+$138K	﹤0.01%	1154
2025 Q1	$206K	Sell	3,190 -338	-10%	-$22.5K	﹤0.01%	1259
2024 Q4	$232K	Buy	+3,528	New	+$246K	﹤0.01%	1146
2024 Q2	–	Sell	-3,042	Closed	-$203K	–	1274
2024 Q1	$203K	Sell	3,042 -1,051	-26%	-$65.3K	﹤0.01%	1063
2023 Q4	$249K	Buy	4,093 +61	+2%	+$3.36K	﹤0.01%	1008
2023 Q3	$214K	Hold	4,032	–	–	﹤0.01%	831
2023 Q2	$227K	Sell	4,032 -1,458	-27%	-$77.9K	﹤0.01%	811
2023 Q1	$293K	Buy	+5,490	New	+$291K	0.01%	632

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

Sequoia Financial Advisors's PHO Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Invesco Water Resources ETF (PHO) stake by 0.07% in Q2 2026, buying an estimated $270 and bringing the position to 5,986 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #1459.

Sequoia Financial Advisors first reported a position in PHO in Q1 2023 and has held it in 12 quarters since. The position peaked at $421K in Q4 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Sequoia Financial Advisors held 5,986 shares of Invesco Water Resources ETF worth $413K as of Q2 2026.
Sequoia Financial Advisors bought 4 Invesco Water Resources ETF shares in Q2 2026, an estimated $270.
Invesco Water Resources ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1459 holding.
Sequoia Financial Advisors first reported a position in Invesco Water Resources ETF in Q1 2023 and has held it in 12 quarters since.
Sequoia Financial Advisors's Invesco Water Resources ETF position peaked at $421K in Q4 2025.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.