Truist Financial
PHO icon

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

Truist 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 		$863K Sell
12,488
-811
-6% -$54.7K ﹤0.01% 1866
2026
Q1 		$889K Sell
13,299
-760
-5% -$54.1K ﹤0.01% 1765
2025
Q4 		$990K Sell
14,059
-42,885
-75% -$3.09M ﹤0.01% 1669
2025
Q3 		$4.11M Buy
56,944
+721
+1% +$51.6K 0.01% 987
2025
Q2 		$3.93M Buy
56,223
+3,385
+6% +$225K 0.01% 969
2025
Q1 		$3.41M Sell
52,838
-494
-0.9% -$32.9K 0.01% 983
2024
Q4 		$3.51M Sell
53,332
-122
-0.2% -$8.51K 0.01% 982
2024
Q3 		$3.77M Buy
53,454
+3,369
+7% +$229K 0.01% 945
2024
Q2 		$3.25M Sell
50,085
-213
-0.4% -$14K ﹤0.01% 1047
2024
Q1 		$3.35M Sell
50,298
-1,124
-2% -$69.8K 0.01% 1048
2023
Q4 		$3.13M Buy
51,422
+2,376
+5% +$131K 0.01% 1045
2023
Q3 		$2.61M Sell
49,046
-706
-1% -$39.6K ﹤0.01% 1108
2023
Q2 		$2.81M Buy
49,752
+582
+1% +$31.1K ﹤0.01% 1097
2023
Q1 		$2.62M Buy
49,170
+41,105
+510% +$2.18M ﹤0.01% 1095
2022
Q4 		$416K Buy
8,065
+365
+5% +$18.4K ﹤0.01% 2088
2022
Q3 		$352K Buy
7,700
+96
+1% +$4.79K ﹤0.01% 1999
2022
Q2 		$351K Sell
7,604
-28,834
-79% -$1.41M ﹤0.01% 2118
2022
Q1 		$1.93M Buy
36,438
+29,061
+394% +$1.54M ﹤0.01% 1305
2021
Q4 		$449K Sell
7,377
-697
-9% -$40.5K ﹤0.01% 2083
2021
Q3 		$442K Buy
8,074
+500
+7% +$28.4K ﹤0.01% 2077
2021
Q2 		$405K Sell
7,574
-1,829
-19% -$95.7K ﹤0.01% 2199
2021
Q1 		$464K Sell
9,403
-2,842
-23% -$138K ﹤0.01% 2009
2020
Q4 		$568K Sell
12,245
-22,427
-65% -$981K ﹤0.01% 1788
2020
Q3 		$1.38M Buy
34,672
+2,461
+8% +$96.3K ﹤0.01% 1229
2020
Q2 		$1.17M Buy
32,211
+4,116
+15% +$143K ﹤0.01% 1236
2020
Q1 		$880K Buy
28,095
+22,448
+398% +$833K ﹤0.01% 1311
2019
Q4 		$218K Buy
+5,647
New +$209K ﹤0.01% 2317

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

Truist Financial's PHO Position: Q2 2026 in Review

Truist Financial reduced its Invesco Water Resources ETF (PHO) stake by 6.1% in Q2 2026, selling an estimated $54.7K and leaving 12,488 shares worth $863K. The position accounts for ﹤0.01% of the portfolio, ranked #1866.

Truist Financial first reported a position in PHO in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.11M in Q3 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • Truist Financial held 12,488 shares of Invesco Water Resources ETF worth $863K as of Q2 2026.
  • Truist Financial sold 811 Invesco Water Resources ETF shares in Q2 2026, an estimated $54.7K.
  • Invesco Water Resources ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1866 holding.
  • Truist Financial first reported a position in Invesco Water Resources ETF in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's Invesco Water Resources ETF position peaked at $4.11M in Q3 2025.
  • 379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.