Stamos Capital Partners’s Invesco Water Resources ETF PHO Stock Holding History

Stamos Capital Partners’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	$724K	Buy	10,485 +631	+6%	+$42.6K	0.11%	126
2026 Q1	$659K	Buy	9,854 +760	+8%	+$54.1K	0.1%	128
2025 Q4	$640K	Buy	9,094 +5,702	+168%	+$411K	0.1%	130
2025 Q3	$245K	Sell	3,392 -2,314	-41%	-$166K	0.05%	140
2025 Q2	$399K	Buy	5,706 +1,786	+46%	+$119K	0.07%	138
2025 Q1	$253K	Buy	3,920 +140	+4%	+$9.31K	0.07%	139
2024 Q4	$249K	Buy	3,780 +190	+5%	+$13.2K	0.06%	126
2024 Q3	$253K	Sell	3,590 -1,710	-32%	-$116K	0.06%	123
2024 Q2	$344K	Hold	5,300	–	–	0.07%	133
2024 Q1	$353K	Sell	5,300 -450	-8%	-$28K	0.08%	119
2023 Q4	$350K	Sell	5,750 -1,470	-20%	-$81K	0.1%	119
2023 Q3	$384K	Hold	7,220	–	–	0.09%	106
2023 Q2	$407K	Buy	7,220 +3,430	+91%	+$183K	0.1%	101
2023 Q1	$202K	Buy	+3,790	New	+$201K	0.05%	101

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

Stamos Capital Partners's PHO Position: Q2 2026 in Review

Stamos Capital Partners increased its Invesco Water Resources ETF (PHO) stake by 6.4% in Q2 2026, buying an estimated $42.6K and bringing the position to 10,485 shares worth $724K. The position accounts for 0.11% of the portfolio, ranked #126.

Stamos Capital Partners first reported a position in PHO in Q1 2023 and has held it in 14 quarters since. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Stamos Capital Partners held 10,485 shares of Invesco Water Resources ETF worth $724K as of Q2 2026.
Stamos Capital Partners bought 631 Invesco Water Resources ETF shares in Q2 2026, an estimated $42.6K.
Invesco Water Resources ETF made up 0.11% of Stamos Capital Partners's portfolio in Q2 2026, its #126 holding.
Stamos Capital Partners first reported a position in Invesco Water Resources ETF in Q1 2023 and has held it in 14 quarters since.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.