SouthState Corp’s Invesco Water Resources ETF PHO Stock Holding History

SouthState Corp’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	–	Sell	-35	Closed	-$2.34K	–	1360
2026 Q1	$2.34K	Hold	35	–	–	﹤0.01%	872
2025 Q4	$2.46K	Hold	35	–	–	﹤0.01%	949
2025 Q3	$2.52K	Hold	35	–	–	﹤0.01%	891
2025 Q2	$2.45K	Hold	35	–	–	﹤0.01%	1053
2025 Q1	$2.26K	Hold	35	–	–	﹤0.01%	1165
2024 Q4	$2.3K	Hold	35	–	–	﹤0.01%	631
2024 Q3	$2.47K	Hold	35	–	–	﹤0.01%	565
2024 Q2	$2.27K	Hold	35	–	–	﹤0.01%	590
2024 Q1	$2.33K	Hold	35	–	–	﹤0.01%	605
2023 Q4	$2.13K	Hold	35	–	–	﹤0.01%	537
2023 Q3	$1.86K	Hold	35	–	–	﹤0.01%	570
2023 Q2	$1.97K	Hold	35	–	–	﹤0.01%	550
2023 Q1	$1.87K	Hold	35	–	–	﹤0.01%	604
2022 Q4	$1.8K	Buy	35 +21	+150%	+$1.06K	﹤0.01%	656
2022 Q3	$1K	Buy	+14	New	+$699	﹤0.01%	660

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

SouthState Corp's PHO Position: Q2 2026 in Review

SouthState Corp sold out of Invesco Water Resources ETF (PHO) in Q2 2026, closing a stake of 35 shares — an estimated $2.34K sold.

SouthState Corp first reported a position in PHO in Q3 2022 and held it in 15 quarters. The position peaked at $2.52K in Q3 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

SouthState Corp reported no remaining Invesco Water Resources ETF position as of Q2 2026 after selling out during the quarter.
SouthState Corp sold 35 Invesco Water Resources ETF shares in Q2 2026, an estimated $2.34K.
SouthState Corp first reported a position in Invesco Water Resources ETF in Q3 2022 and held it in 15 quarters.
SouthState Corp's Invesco Water Resources ETF position peaked at $2.52K in Q3 2025.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.