TritonPoint Wealth’s Invesco Water Resources ETF PHO Stock Holding History

TritonPoint 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 Q2	$325K	Hold	4,708	–	–	0.03%	225
2026 Q1	$315K	Hold	4,708	–	–	0.03%	217
2025 Q4	$331K	Hold	4,708	–	–	0.03%	211
2025 Q3	$339K	Hold	4,708	–	–	0.03%	277
2025 Q2	$329K	Hold	4,708	–	–	0.03%	271
2025 Q1	$304K	Hold	4,708	–	–	0.03%	271
2024 Q4	$310K	Hold	4,708	–	–	0.03%	268
2024 Q3	$332K	Hold	4,708	–	–	0.03%	252
2024 Q2	$306K	Hold	4,708	–	–	0.03%	253
2024 Q1	$287K	Hold	4,708	–	–	0.03%	265
2023 Q4	$287K	Buy	+4,708	New	+$259K	0.03%	272

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

TritonPoint Wealth's PHO Position: Q2 2026 in Review

TritonPoint Wealth held its Invesco Water Resources ETF (PHO) position steady in Q2 2026 at 4,708 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #225.

TritonPoint Wealth first reported a position in PHO in Q4 2023 and has held it in 11 quarters since. The position peaked at $339K in Q3 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

TritonPoint Wealth held 4,708 shares of Invesco Water Resources ETF worth $325K as of Q2 2026.
TritonPoint Wealth left its Invesco Water Resources ETF share count unchanged in Q2 2026.
Invesco Water Resources ETF made up 0.03% of TritonPoint Wealth's portfolio in Q2 2026, its #225 holding.
TritonPoint Wealth first reported a position in Invesco Water Resources ETF in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's Invesco Water Resources ETF position peaked at $339K in Q3 2025.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.