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Snowden Capital Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Snowden Capital 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 		$606K Sell
8,768
-3,634
-29% -$245K 0.01% 767
2026
Q1 		$829K Buy
12,402
+158
+1% +$11.2K 0.02% 587
2025
Q4 		$862K Buy
12,244
+215
+2% +$15.5K 0.02% 585
2025
Q3 		$867K Buy
12,029
+52
+0.4% +$3.73K 0.02% 571
2025
Q2 		$837K Sell
11,977
-568
-5% -$37.7K 0.02% 579
2025
Q1 		$809K Sell
12,545
-40
-0.3% -$2.66K 0.03% 580
2024
Q4 		$828K Buy
12,585
+159
+1% +$11.1K 0.03% 574
2024
Q3 		$877K Sell
12,426
-860
-6% -$58.4K 0.03% 552
2024
Q2 		$862K Buy
13,286
+115
+0.9% +$7.57K 0.03% 554
2024
Q1 		$877K Buy
13,171
+1,259
+11% +$78.2K 0.03% 540
2023
Q4 		$725K Buy
11,912
+6,310
+113% +$348K 0.03% 532
2023
Q3 		$298K Sell
5,602
-1,460
-21% -$81.9K 0.01% 862
2023
Q2 		$398K Sell
7,062
-917
-11% -$49K 0.01% 838
2023
Q1 		$426K Buy
7,979
+500
+7% +$26.5K 0.02% 800
2022
Q4 		$385K Buy
7,479
+100
+1% +$5.04K 0.02% 830
2022
Q3 		$337K Hold
7,379
– – 0.02% 848
2022
Q2 		$341K Hold
7,379
– – 0.02% 809
2022
Q1 		$391K Buy
7,379
+1,989
+37% +$105K 0.02% 717
2021
Q4 		$327K Buy
5,390
+1,298
+32% +$75.4K 0.02% 552
2021
Q3 		$224K Buy
+4,092
New +$232K 0.01% 802

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1832 Asset Management
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Snowden Capital Advisors's PHO Position: Q2 2026 in Review

Snowden Capital Advisors reduced its Invesco Water Resources ETF (PHO) stake by 29% in Q2 2026, selling an estimated $245K and leaving 8,768 shares worth $606K. The position accounts for 0.01% of the portfolio, ranked #767.

Snowden Capital Advisors first reported a position in PHO in Q3 2021 and has held it in 20 quarters since. The position peaked at $877K in Q1 2024. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • Snowden Capital Advisors held 8,768 shares of Invesco Water Resources ETF worth $606K as of Q2 2026.
  • Snowden Capital Advisors sold 3,634 Invesco Water Resources ETF shares in Q2 2026, an estimated $245K.
  • Invesco Water Resources ETF made up 0.01% of Snowden Capital Advisors's portfolio in Q2 2026, its #767 holding.
  • Snowden Capital Advisors first reported a position in Invesco Water Resources ETF in Q3 2021 and has held it in 20 quarters since.
  • Snowden Capital Advisors's Invesco Water Resources ETF position peaked at $877K in Q1 2024.
  • 379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.