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TD Private Client Wealth’s Invesco Water Resources ETF PHO Stock Holding History

TD Private Client Wealth’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 		– Sell
-9,449
Closed -$665K – 1716
2025
Q4 		$665K Sell
9,449
-87
-0.9% -$6.27K 0.01% 419
2025
Q3 		$688K Buy
9,536
+1,112
+13% +$79.7K 0.02% 428
2025
Q2 		$589K Buy
8,424
+185
+2% +$12.3K 0.01% 447
2025
Q1 		$532K Buy
8,239
+6,739
+449% +$448K 0.01% 431
2024
Q4 		$98.7K Buy
1,500
+302
+25% +$21.1K ﹤0.01% 715
2024
Q3 		$84.5K Buy
1,198
+396
+49% +$26.9K ﹤0.01% 739
2024
Q2 		$52.1K Sell
802
-18
-2% -$1.18K ﹤0.01% 798
2024
Q1 		$54.6K Sell
820
-19
-2% -$1.18K ﹤0.01% 793
2023
Q4 		$51.1K Buy
839
+307
+58% +$16.9K ﹤0.01% 811
2023
Q3 		$28.3K Hold
532
– – ﹤0.01% 879
2023
Q2 		$30K Hold
532
– – ﹤0.01% 889
2023
Q1 		$28.4K Hold
532
– – ﹤0.01% 879
2022
Q4 		$27.4K Hold
532
– – ﹤0.01% 867
2022
Q3 		$24.3K Hold
532
– – ﹤0.01% 874
2022
Q2 		$24.6K Hold
532
– – ﹤0.01% 875
2022
Q1 		$28.2K Sell
532
-1,450
-73% -$76.8K ﹤0.01% 886
2021
Q4 		$121K Sell
1,982
-49
-2% -$2.85K 0.01% 614
2021
Q3 		$111K Sell
2,031
-92
-4% -$5.22K ﹤0.01% 619
2021
Q2 		$114K Buy
+2,123
New +$111K ﹤0.01% 604

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TD Private Client Wealth's PHO Position: Q1 2026 in Review

TD Private Client Wealth sold out of Invesco Water Resources ETF (PHO) in Q1 2026, closing a stake of 9,449 shares — an estimated $665K sold.

TD Private Client Wealth first reported a position in PHO in Q2 2021 and held it in 19 quarters. The position peaked at $688K in Q3 2025. 366 funds tracked by Wall St. Rank hold PHO as of Q1 2026.

  • TD Private Client Wealth reported no remaining Invesco Water Resources ETF position as of Q1 2026 after selling out during the quarter.
  • TD Private Client Wealth sold 9,449 Invesco Water Resources ETF shares in Q1 2026, an estimated $665K.
  • TD Private Client Wealth first reported a position in Invesco Water Resources ETF in Q2 2021 and held it in 19 quarters.
  • TD Private Client Wealth's Invesco Water Resources ETF position peaked at $688K in Q3 2025.
  • 366 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.