Tucker Asset Management’s Invesco Water Resources ETF PHO Stock Holding History

Tucker Asset Management’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	$2.76K	Sell	40 -99	-71%	-$6.68K	﹤0.01%	388
2026 Q1	$9.29K	Buy	139 +44	+46%	+$3.13K	﹤0.01%	298
2025 Q4	$6.69K	Buy	+95	New	+$6.85K	﹤0.01%	649

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

Tucker Asset Management's PHO Position: Q2 2026 in Review

Tucker Asset Management reduced its Invesco Water Resources ETF (PHO) stake by 71% in Q2 2026, selling an estimated $6.68K and leaving 40 shares worth $2.76K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Tucker Asset Management first reported a position in PHO in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.29K in Q1 2026. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Tucker Asset Management held 40 shares of Invesco Water Resources ETF worth $2.76K as of Q2 2026.
Tucker Asset Management sold 99 Invesco Water Resources ETF shares in Q2 2026, an estimated $6.68K.
Invesco Water Resources ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q2 2026, its #388 holding.
Tucker Asset Management first reported a position in Invesco Water Resources ETF in Q4 2025 and has held it in 3 quarters since.
Tucker Asset Management's Invesco Water Resources ETF position peaked at $9.29K in Q1 2026.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.