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Signature Estate & Investment Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Signature Estate & Investment 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 		$356K Buy
5,149
+8
+0.2% +$540 0.01% 514
2026
Q1 		$344K Buy
5,141
+346
+7% +$24.6K 0.01% 509
2025
Q4 		$338K Buy
4,795
+6
+0.1% +$432 0.01% 478
2025
Q3 		$345K Buy
4,789
+6
+0.1% +$430 0.01% 459
2025
Q2 		$334K Buy
4,783
+32
+0.7% +$2.12K 0.01% 440
2025
Q1 		$307K Buy
+4,751
New +$316K 0.01% 437

Other funds holding PHO

AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return
ACA
AllStreet Capital Advisors Los Angeles, California $154M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
RMAM
Raab & Moskowitz Asset Management Chatham, New Jersey $497M AUM 26.8% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Signature Estate & Investment Advisors's PHO Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Invesco Water Resources ETF (PHO) stake by 0.16% in Q2 2026, buying an estimated $540 and bringing the position to 5,149 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #514.

Signature Estate & Investment Advisors first reported a position in PHO in Q1 2025 and has held it in 6 quarters since. 178 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • Signature Estate & Investment Advisors held 5,149 shares of Invesco Water Resources ETF worth $356K as of Q2 2026.
  • Signature Estate & Investment Advisors bought 8 Invesco Water Resources ETF shares in Q2 2026, an estimated $540.
  • Invesco Water Resources ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #514 holding.
  • Signature Estate & Investment Advisors first reported a position in Invesco Water Resources ETF in Q1 2025 and has held it in 6 quarters since.
  • 178 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.