Sound Income Strategies’s Invesco Water Resources ETF PHO Stock Holding History

Sound Income Strategies’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	$214K	Sell	3,094 -335	-10%	-$22.6K	0.01%	458
2026 Q1	$232K	Hold	3,429	–	–	0.01%	378
2025 Q4	$255K	Buy	+3,429	New	+$247K	0.01%	360
2018 Q4	–	Sell	-175	Closed	-$6K	–	761
2018 Q3	$6K	Buy	+175	New	+$5.5K	﹤0.01%	435

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

Sound Income Strategies's PHO Position: Q2 2026 in Review

Sound Income Strategies reduced its Invesco Water Resources ETF (PHO) stake by 9.8% in Q2 2026, selling an estimated $22.6K and leaving 3,094 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #458.

Sound Income Strategies first reported a position in PHO in Q3 2018 and has held it in 4 quarters since. The position peaked at $255K in Q4 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Sound Income Strategies held 3,094 shares of Invesco Water Resources ETF worth $214K as of Q2 2026.
Sound Income Strategies sold 335 Invesco Water Resources ETF shares in Q2 2026, an estimated $22.6K.
Invesco Water Resources ETF made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #458 holding.
Sound Income Strategies first reported a position in Invesco Water Resources ETF in Q3 2018 and has held it in 4 quarters since.
Sound Income Strategies's Invesco Water Resources ETF position peaked at $255K in Q4 2025.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.