Sunbelt Securities’s Invesco Water Resources ETF PHO Stock Holding History

Sunbelt Securities’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 Q1	$33.9K	Hold	507	–	–	﹤0.01%	1129
2025 Q4	$35.7K	Hold	507	–	–	﹤0.01%	1088
2025 Q3	$36.6K	Hold	507	–	–	﹤0.01%	1089
2025 Q2	$33.4K	Hold	507	–	–	﹤0.01%	1036
2025 Q1	$32.7K	Hold	507	–	–	﹤0.01%	996
2024 Q4	$33.4K	Hold	507	–	–	﹤0.01%	1036
2024 Q3	$35.8K	Buy	+507	New	+$34.4K	﹤0.01%	1025

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sunbelt Securities's PHO Position: Q1 2026 in Review

Sunbelt Securities held its Invesco Water Resources ETF (PHO) position steady in Q1 2026 at 507 shares worth $33.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

Sunbelt Securities first reported a position in PHO in Q3 2024 and has held it in 7 quarters since. The position peaked at $36.6K in Q3 2025. 366 funds tracked by Wall St. Rank hold PHO as of Q1 2026.

Sunbelt Securities held 507 shares of Invesco Water Resources ETF worth $33.9K as of Q1 2026.
Sunbelt Securities left its Invesco Water Resources ETF share count unchanged in Q1 2026.
Invesco Water Resources ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1129 holding.
Sunbelt Securities first reported a position in Invesco Water Resources ETF in Q3 2024 and has held it in 7 quarters since.
Sunbelt Securities's Invesco Water Resources ETF position peaked at $36.6K in Q3 2025.
366 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.