SWM
PHO icon

Spire Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History

Spire Wealth Management’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 		$1.06M Sell
15,385
-49
-0.3% -$3.31K 0.03% 379
2026
Q1 		$1.03M Buy
15,434
+2
+0% +$142 0.04% 377
2025
Q4 		$1.09M Buy
15,432
+301
+2% +$21.7K 0.04% 376
2025
Q3 		$1.09M Sell
15,131
-300
-2% -$21.5K 0.04% 362
2025
Q2 		$1.08M Sell
15,431
-669
-4% -$44.4K 0.04% 351
2025
Q1 		$1.04M Buy
16,100
+41
+0.3% +$2.73K 0.03% 392
2024
Q4 		$1.06M Buy
16,059
+1
+0% +$70 0.03% 378
2024
Q3 		$1.13M Sell
16,058
-60
-0.4% -$4.08K 0.04% 350
2024
Q2 		$1.05M Sell
16,118
-473
-3% -$31.1K 0.04% 332
2024
Q1 		$1.1M Buy
16,591
+301
+2% +$18.7K 0.02% 352
2023
Q4 		$970K Sell
16,290
-298
-2% -$16.4K 0.03% 368
2023
Q3 		$882K Buy
16,588
+211
+1% +$11.8K 0.03% 361
2023
Q2 		$924K Buy
16,377
+1
+0% +$53 0.03% 362
2023
Q1 		$874K Buy
16,376
+1,712
+12% +$90.7K 0.03% 369
2022
Q4 		$756K Buy
14,664
+3
+0% +$151 0.04% 275
2022
Q3 		$671K Sell
14,661
-2,450
-14% -$122K 0.04% 280
2022
Q2 		$791K Sell
17,111
-2,283
-12% -$111K 0.03% 375
2022
Q1 		$1.03M Buy
19,394
+106
+0.5% +$5.62K 0.03% 382
2021
Q4 		$1.17M Sell
19,288
-1,806
-9% -$105K 0.03% 426
2021
Q3 		$1.15M Buy
21,094
+422
+2% +$24K 0.03% 378
2021
Q2 		$1.11M Sell
20,672
-276
-1% -$14.4K 0.03% 401
2021
Q1 		$1.03M Buy
+20,948
New +$1.01M 0.03% 423

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

Spire Wealth Management's PHO Position: Q2 2026 in Review

Spire Wealth Management reduced its Invesco Water Resources ETF (PHO) stake by 0.32% in Q2 2026, selling an estimated $3.31K and leaving 15,385 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #379.

Spire Wealth Management first reported a position in PHO in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.17M in Q4 2021. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • Spire Wealth Management held 15,385 shares of Invesco Water Resources ETF worth $1.06M as of Q2 2026.
  • Spire Wealth Management sold 49 Invesco Water Resources ETF shares in Q2 2026, an estimated $3.31K.
  • Invesco Water Resources ETF made up 0.03% of Spire Wealth Management's portfolio in Q2 2026, its #379 holding.
  • Spire Wealth Management first reported a position in Invesco Water Resources ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Invesco Water Resources ETF position peaked at $1.17M in Q4 2021.
  • 379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.