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Stratos Wealth Partners’s Invesco Water Resources ETF PHO Stock Holding History

Stratos Wealth 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 		$300K Sell
4,342
-1,450
-25% -$97.9K ﹤0.01% 1405
2026
Q1 		$387K Sell
5,792
-5
-0.1% -$356 ﹤0.01% 1176
2025
Q4 		$408K Buy
5,797
+201
+4% +$14.5K ﹤0.01% 1130
2025
Q3 		$404K Buy
5,596
+307
+6% +$22K ﹤0.01% 1109
2025
Q2 		$370K Sell
5,289
-1,543
-23% -$102K 0.01% 1051
2025
Q1 		$441K Sell
6,832
-268
-4% -$17.8K 0.01% 934
2024
Q4 		$467K Sell
7,100
-564
-7% -$39.3K 0.01% 967
2024
Q3 		$541K Buy
7,664
+1,046
+16% +$71K 0.01% 913
2024
Q2 		$430K Sell
6,618
-2,172
-25% -$143K 0.01% 958
2024
Q1 		$585K Sell
8,790
-2
-0% -$124 0.01% 836
2023
Q4 		$535K Buy
8,792
+154
+2% +$8.48K 0.01% 852
2023
Q3 		$459K Buy
8,638
+513
+6% +$28.8K 0.01% 846
2023
Q2 		$458K Buy
8,125
+932
+13% +$49.8K 0.01% 798
2023
Q1 		$384K Sell
7,193
-1,138
-14% -$60.3K 0.01% 781
2022
Q4 		$429K Buy
8,331
+327
+4% +$16.5K 0.01% 779
2022
Q3 		$366K Sell
8,004
-286
-3% -$14.3K 0.01% 799
2022
Q2 		$383K Sell
8,290
-190
-2% -$9.26K 0.01% 829
2022
Q1 		$450K Buy
8,480
+1,024
+14% +$54.3K 0.01% 848
2021
Q4 		$454K Buy
7,456
+152
+2% +$8.84K 0.01% 842
2021
Q3 		$400K Sell
7,304
-520
-7% -$29.5K 0.01% 840
2021
Q2 		$419K Buy
7,824
+644
+9% +$33.7K 0.01% 839
2021
Q1 		$355K Buy
+7,180
New +$347K 0.01% 829
2020
Q1 		– Sell
-7,901
Closed -$305K – 1007
2019
Q4 		$305K Buy
7,901
+1,896
+32% +$70.3K 0.01% 748
2019
Q3 		$220K Buy
+6,005
New +$216K 0.01% 851
2018
Q4 		– Sell
-5,905
Closed -$188K – 2035
2018
Q3 		$188K Sell
5,905
-820
-12% -$25.8K 0.01% 856
2018
Q2 		$203K Sell
6,725
-638
-9% -$19.5K 0.01% 898
2018
Q1 		$224K Sell
7,363
-1,000
-12% -$30.6K 0.01% 851
2017
Q4 		$253K Sell
8,363
-2,117
-20% -$62.6K 0.01% 773
2017
Q3 		$299K Buy
+10,480
New +$286K 0.01% 690

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

Stratos Wealth Partners's PHO Position: Q2 2026 in Review

Stratos Wealth Partners reduced its Invesco Water Resources ETF (PHO) stake by 25% in Q2 2026, selling an estimated $97.9K and leaving 4,342 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

Stratos Wealth Partners first reported a position in PHO in Q3 2017 and has held it in 29 quarters since. The position peaked at $585K in Q1 2024. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • Stratos Wealth Partners held 4,342 shares of Invesco Water Resources ETF worth $300K as of Q2 2026.
  • Stratos Wealth Partners sold 1,450 Invesco Water Resources ETF shares in Q2 2026, an estimated $97.9K.
  • Invesco Water Resources ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1405 holding.
  • Stratos Wealth Partners first reported a position in Invesco Water Resources ETF in Q3 2017 and has held it in 29 quarters since.
  • Stratos Wealth Partners's Invesco Water Resources ETF position peaked at $585K in Q1 2024.
  • 379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.