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SOA Wealth Advisors’s Invesco Water Resources ETF PHO Stock Holding History

SOA Wealth 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 		$38.9K Sell
564
-257
-31% -$17.4K 0.01% 427
2026
Q1 		$54.9K Buy
821
+2
+0.2% +$142 0.01% 348
2025
Q4 		$57.7K Buy
819
+1
+0.1% +$72 0.01% 349
2025
Q3 		$59K Buy
818
+1
+0.1% +$72 0.01% 354
2025
Q2 		$57.1K Sell
817
-63,857
-99% -$4.24M 0.01% 348
2025
Q1 		$130K Buy
64,674
+63,655
+6,247% +$4.24M 0.03% 233
2024
Q4 		$67.1K Buy
1,019
+1
+0.1% +$70 0.01% 292
2024
Q3 		$71.8K Buy
1,018
+1
+0.1% +$68 0.01% 274
2024
Q2 		$66K Buy
1,017
+1
+0.1% +$66 0.01% 281
2024
Q1 		$67.6K Buy
1,016
+1
+0.1% +$62 0.01% 277
2023
Q4 		$61.8K Buy
1,015
+2
+0.2% +$110 0.01% 275
2023
Q3 		$53.9K Buy
1,013
+1
+0.1% +$56 0.01% 277
2023
Q2 		$57.1K Buy
1,012
+2
+0.2% +$107 0.01% 281
2023
Q1 		$53.9K Buy
1,010
+2
+0.2% +$106 0.01% 274
2022
Q4 		$52K Buy
1,008
+3
+0.3% +$151 0.01% 276
2022
Q3 		$46K Buy
1,005
+1
+0.1% +$50 0.01% 277
2022
Q2 		$46K Sell
1,004
-101
-9% -$4.92K 0.01% 278
2022
Q1 		$58K Buy
1,105
+1
+0.1% +$53 0.01% 289
2021
Q4 		$66K Hold
1,104
– – 0.02% 263
2021
Q3 		$60K Buy
1,104
+1
+0.1% +$57 0.02% 282
2021
Q2 		$59K Hold
1,103
– – 0.02% 290
2021
Q1 		$54K Hold
1,103
– – 0.02% 262
2020
Q4 		$54K Buy
+1,103
New +$48.3K 0.01% 255

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

SOA Wealth Advisors's PHO Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Invesco Water Resources ETF (PHO) stake by 31% in Q2 2026, selling an estimated $17.4K and leaving 564 shares worth $38.9K. The position accounts for 0.01% of the portfolio, ranked #427.

SOA Wealth Advisors first reported a position in PHO in Q4 2020 and has held it in 23 quarters since. The position peaked at $130K in Q1 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • SOA Wealth Advisors held 564 shares of Invesco Water Resources ETF worth $38.9K as of Q2 2026.
  • SOA Wealth Advisors sold 257 Invesco Water Resources ETF shares in Q2 2026, an estimated $17.4K.
  • Invesco Water Resources ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #427 holding.
  • SOA Wealth Advisors first reported a position in Invesco Water Resources ETF in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Invesco Water Resources ETF position peaked at $130K in Q1 2025.
  • 379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.