SS&H Financial Advisors’s Invesco Water Resources ETF PHO Stock Holding History

SS&H Financial 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	$497K	Buy	+7,200	New	+$486K	0.13%	101
2025 Q4	$507K	Hold	7,200	–	–	0.15%	90
2025 Q3	$519K	Hold	7,200	–	–	0.16%	91
2025 Q2	$503K	Hold	7,200	–	–	0.17%	88
2025 Q1	$465K	Hold	7,200	–	–	0.17%	89
2024 Q4	$474K	Hold	7,200	–	–	0.17%	94
2024 Q3	$508K	Hold	7,200	–	–	0.19%	89
2024 Q2	$467K	Hold	7,200	–	–	0.18%	90
2024 Q1	$479K	Hold	7,200	–	–	0.2%	87
2023 Q4	$438K	Hold	7,200	–	–	0.19%	93
2023 Q3	$383K	Buy	+7,200	New	+$404K	0.18%	95
2023 Q1	$384K	Hold	7,200	–	–	0.18%	102
2022 Q4	$371K	Hold	7,200	–	–	0.18%	99
2022 Q3	$329K	Hold	7,200	–	–	0.17%	100
2022 Q2	$333K	Hold	7,200	–	–	0.15%	100
2022 Q1	$382K	Buy	+7,200	New	+$382K	0.15%	106

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

SS&H Financial Advisors's PHO Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Invesco Water Resources ETF (PHO) in Q2 2026: 7,200 shares worth $497K. The stake represents 0.13% of the portfolio and ranks #101 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in PHO as recently as Q4 2025.

SS&H Financial Advisors first reported a position in PHO in Q1 2022 and has held it in 16 quarters since. The position peaked at $519K in Q3 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

SS&H Financial Advisors held 7,200 shares of Invesco Water Resources ETF worth $497K as of Q2 2026.
Invesco Water Resources ETF was a new SS&H Financial Advisors position in Q2 2026.
Invesco Water Resources ETF made up 0.13% of SS&H Financial Advisors's portfolio in Q2 2026, its #101 holding.
SS&H Financial Advisors first reported a position in Invesco Water Resources ETF in Q1 2022 and has held it in 16 quarters since.
SS&H Financial Advisors's Invesco Water Resources ETF position peaked at $519K in Q3 2025.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.