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TruWealth Advisors’s Invesco Water Resources ETF PHO Stock Holding History

TruWealth Advisors’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 		$268K Sell
4,013
-529
-12% -$37.7K 0.01% 156
2025
Q4 		$320K Buy
4,542
+292
+7% +$21K 0.02% 145
2025
Q3 		$306K Buy
4,250
+1
+0% +$72 0.02% 145
2025
Q2 		$297K Buy
4,249
+1
+0% +$66 0.02% 140
2025
Q1 		$274K Buy
4,248
+1
+0% +$67 0.02% 132
2024
Q4 		$279K Buy
4,247
+144
+4% +$10K 0.02% 130
2024
Q3 		$289K Sell
4,103
-259
-6% -$17.6K 0.02% 130
2024
Q2 		$283K Buy
4,362
+148
+4% +$9.74K 0.02% 132
2024
Q1 		$281K Buy
4,214
+1
+0% +$62 0.02% 133
2023
Q4 		$256K Sell
4,213
-470
-10% -$25.9K 0.02% 130
2023
Q3 		$249K Buy
4,683
+349
+8% +$19.6K 0.02% 127
2023
Q2 		$244K Buy
4,334
+380
+10% +$20.3K 0.02% 135
2023
Q1 		$211K Buy
3,954
+1
+0% +$53 0.02% 142
2022
Q4 		$204K Buy
+3,953
New +$199K 0.02% 133

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

TruWealth Advisors's PHO Position: Q1 2026 in Review

TruWealth Advisors reduced its Invesco Water Resources ETF (PHO) stake by 12% in Q1 2026, selling an estimated $37.7K and leaving 4,013 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #156.

TruWealth Advisors first reported a position in PHO in Q4 2022 and has held it in 14 quarters since. The position peaked at $320K in Q4 2025. 366 funds tracked by Wall St. Rank hold PHO as of Q1 2026.

  • TruWealth Advisors held 4,013 shares of Invesco Water Resources ETF worth $268K as of Q1 2026.
  • TruWealth Advisors sold 529 Invesco Water Resources ETF shares in Q1 2026, an estimated $37.7K.
  • Invesco Water Resources ETF made up 0.01% of TruWealth Advisors's portfolio in Q1 2026, its #156 holding.
  • TruWealth Advisors first reported a position in Invesco Water Resources ETF in Q4 2022 and has held it in 14 quarters since.
  • TruWealth Advisors's Invesco Water Resources ETF position peaked at $320K in Q4 2025.
  • 366 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.