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Strengthening Families & Communities LLC’s Invesco Water Resources ETF PHO Stock Holding History

Strengthening Families & Communities LLC’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 		$27.3K Buy
396
+1
+0.3% +$68 0.01% 257
2026
Q1 		$26.4K Sell
395
-34
-8% -$2.42K 0.01% 253
2025
Q4 		$30.2K Buy
+429
New +$30.9K 0.01% 164

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

Strengthening Families & Communities LLC's PHO Position: Q2 2026 in Review

Strengthening Families & Communities LLC increased its Invesco Water Resources ETF (PHO) stake by 0.25% in Q2 2026, buying an estimated $68 and bringing the position to 396 shares worth $27.3K. The position accounts for 0.01% of the portfolio, ranked #257.

Strengthening Families & Communities LLC first reported a position in PHO in Q4 2025 and has held it in 3 quarters since. The position peaked at $30.2K in Q4 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • Strengthening Families & Communities LLC held 396 shares of Invesco Water Resources ETF worth $27.3K as of Q2 2026.
  • Strengthening Families & Communities LLC bought 1 Invesco Water Resources ETF share in Q2 2026, an estimated $68.
  • Invesco Water Resources ETF made up 0.01% of Strengthening Families & Communities LLC's portfolio in Q2 2026, its #257 holding.
  • Strengthening Families & Communities LLC first reported a position in Invesco Water Resources ETF in Q4 2025 and has held it in 3 quarters since.
  • Strengthening Families & Communities LLC's Invesco Water Resources ETF position peaked at $30.2K in Q4 2025.
  • 379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Strengthening Families & Communities LLC's 13F filing for Q2 2026, filed 11 Aug 2026.