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Trust Company of Toledo’s Invesco Water Resources ETF PHO Stock Holding History

Trust Company of Toledo’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 		$6.91K Hold
100
– – ﹤0.01% 738
2026
Q1 		$6.69K Hold
100
– – ﹤0.01% 673
2025
Q4 		$7.04K Hold
100
– – ﹤0.01% 640
2025
Q3 		$7.21K Hold
100
– – ﹤0.01% 642
2025
Q2 		$6.99K Buy
+100
New +$6.64K ﹤0.01% 639

Other funds holding PHO

AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return
ACA
AllStreet Capital Advisors Los Angeles, California $154M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
RMAM
Raab & Moskowitz Asset Management Chatham, New Jersey $497M AUM 26.8% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Trust Company of Toledo's PHO Position: Q2 2026 in Review

Trust Company of Toledo held its Invesco Water Resources ETF (PHO) position steady in Q2 2026 at 100 shares worth $6.91K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

Trust Company of Toledo first reported a position in PHO in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.21K in Q3 2025. 146 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • Trust Company of Toledo held 100 shares of Invesco Water Resources ETF worth $6.91K as of Q2 2026.
  • Trust Company of Toledo left its Invesco Water Resources ETF share count unchanged in Q2 2026.
  • Invesco Water Resources ETF made up ﹤0.01% of Trust Company of Toledo's portfolio in Q2 2026, its #738 holding.
  • Trust Company of Toledo first reported a position in Invesco Water Resources ETF in Q2 2025 and has held it in 5 quarters since.
  • Trust Company of Toledo's Invesco Water Resources ETF position peaked at $7.21K in Q3 2025.
  • 146 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.