Sugar Maple Asset Management’s Invesco Water Resources ETF PHO Stock Holding History

Sugar Maple Asset 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 Q3	$390K	Buy	+5,750	New	+$403K	0.22%	66

Other funds holding PHO

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Gouws Capital LLC Charlotte, North Carolina $212M AUM 34.97% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Sugar Maple Asset Management's PHO Position: Q3 2026 in Review

Sugar Maple Asset Management opened a new position in Invesco Water Resources ETF (PHO) in Q3 2026: 5,750 shares worth $390K. The stake represents 0.22% of the portfolio and ranks #66 among its holdings.

23 funds tracked by Wall St. Rank hold PHO as of Q3 2026.

Sugar Maple Asset Management held 5,750 shares of Invesco Water Resources ETF worth $390K as of Q3 2026.
Invesco Water Resources ETF was a new Sugar Maple Asset Management position in Q3 2026.
Invesco Water Resources ETF made up 0.22% of Sugar Maple Asset Management's portfolio in Q3 2026, its #66 holding.
23 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2026.

Based on Sugar Maple Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.