SNS Financial Group’s Invesco Water Resources ETF PHO Stock Holding History

SNS Financial Group’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	$12.8M	Buy	+185,547	New	+$12.5M	0.25%	99

Other funds holding PHO

LPL Financial San Diego, California $445B AUM 25.58% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Hamilton Wealth Encino, California $546M AUM 31.66% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SNS Financial Group's PHO Position: Q2 2026 in Review

SNS Financial Group opened a new position in Invesco Water Resources ETF (PHO) in Q2 2026: 185,547 shares worth $12.8M. The stake represents 0.25% of the portfolio and ranks #99 among its holdings.

289 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

SNS Financial Group held 185,547 shares of Invesco Water Resources ETF worth $12.8M as of Q2 2026.
Invesco Water Resources ETF was a new SNS Financial Group position in Q2 2026.
Invesco Water Resources ETF made up 0.25% of SNS Financial Group's portfolio in Q2 2026, its #99 holding.
289 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.