Summit Financial’s Invesco Water Resources ETF PHO Stock Holding History

Summit Financial’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	$1.33M	Buy	19,234 +887	+5%	+$59.9K	0.01%	752
2026 Q1	$1.23M	Sell	18,347 -171	-0.9%	-$12.2K	0.02%	707
2025 Q4	$1.3M	Buy	18,518 +2	+0%	+$144	0.02%	588
2025 Q3	$1.34M	Buy	18,516 +3	+0%	+$215	0.02%	570
2025 Q2	$1.29M	Buy	18,513 +9,599	+108%	+$637K	0.03%	366
2025 Q1	$575K	Buy	8,914 +3	+0%	+$200	0.02%	484
2024 Q4	$586K	Buy	8,911 +387	+5%	+$27K	0.02%	420
2024 Q3	$601K	Buy	8,524 +3,920	+85%	+$266K	0.02%	343
2024 Q2	$299K	Buy	+4,604	New	+$303K	0.01%	415

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

Summit Financial's PHO Position: Q2 2026 in Review

Summit Financial increased its Invesco Water Resources ETF (PHO) stake by 4.8% in Q2 2026, buying an estimated $59.9K and bringing the position to 19,234 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #752.

Summit Financial first reported a position in PHO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.34M in Q3 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Summit Financial held 19,234 shares of Invesco Water Resources ETF worth $1.33M as of Q2 2026.
Summit Financial bought 887 Invesco Water Resources ETF shares in Q2 2026, an estimated $59.9K.
Invesco Water Resources ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #752 holding.
Summit Financial first reported a position in Invesco Water Resources ETF in Q2 2024 and has held it in 9 quarters since.
Summit Financial's Invesco Water Resources ETF position peaked at $1.34M in Q3 2025.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.