Silverlake Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History

Silverlake Wealth 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	$1.58M	Sell	22,823 -2,639	-10%	-$178K	0.3%	102
2026 Q1	$1.7M	Sell	25,462 -2,118	-8%	-$151K	0.36%	88
2025 Q4	$1.94M	Sell	27,580 -775	-3%	-$55.8K	0.43%	69
2025 Q3	$2.04M	Sell	28,355 -738	-3%	-$52.9K	0.5%	56
2025 Q2	$2.03M	Sell	29,093 -591	-2%	-$39.2K	0.59%	47
2025 Q1	$1.92M	Sell	29,684 -1,433	-5%	-$95.3K	0.72%	42
2024 Q4	$2.05M	Sell	31,117 -184	-0.6%	-$12.8K	0.78%	29
2024 Q3	$2.21M	Buy	31,301 +4,775	+18%	+$324K	0.84%	22
2024 Q2	$1.72M	Buy	+26,526	New	+$1.75M	0.71%	30

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

Silverlake Wealth Management's PHO Position: Q2 2026 in Review

Silverlake Wealth Management reduced its Invesco Water Resources ETF (PHO) stake by 10% in Q2 2026, selling an estimated $178K and leaving 22,823 shares worth $1.58M. The position accounts for 0.3% of the portfolio, ranked #102.

Silverlake Wealth Management first reported a position in PHO in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.21M in Q3 2024. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Silverlake Wealth Management held 22,823 shares of Invesco Water Resources ETF worth $1.58M as of Q2 2026.
Silverlake Wealth Management sold 2,639 Invesco Water Resources ETF shares in Q2 2026, an estimated $178K.
Invesco Water Resources ETF made up 0.3% of Silverlake Wealth Management's portfolio in Q2 2026, its #102 holding.
Silverlake Wealth Management first reported a position in Invesco Water Resources ETF in Q2 2024 and has held it in 9 quarters since.
Silverlake Wealth Management's Invesco Water Resources ETF position peaked at $2.21M in Q3 2024.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.