Turning Point Benefit Group’s Invesco Water Resources ETF PHO Stock Holding History

Turning Point Benefit Group’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	–	Sell	-824	Closed	-$58K	–	599
2025 Q4	$58K	Sell	824 -86	-9%	-$6.2K	0.03%	141
2025 Q3	$65.6K	Buy	+910	New	+$65.2K	0.04%	131
2025 Q1	–	Sell	-4,173	Closed	-$275K	–	73
2024 Q4	$275K	Buy	+4,173	New	+$291K	0.26%	52

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Turning Point Benefit Group's PHO Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Invesco Water Resources ETF (PHO) in Q1 2026, closing a stake of 824 shares — an estimated $58K sold.

Turning Point Benefit Group first reported a position in PHO in Q4 2024 and held it in 3 quarters. The position peaked at $275K in Q4 2024. 366 funds tracked by Wall St. Rank hold PHO as of Q1 2026.

Turning Point Benefit Group reported no remaining Invesco Water Resources ETF position as of Q1 2026 after selling out during the quarter.
Turning Point Benefit Group sold 824 Invesco Water Resources ETF shares in Q1 2026, an estimated $58K.
Turning Point Benefit Group first reported a position in Invesco Water Resources ETF in Q4 2024 and held it in 3 quarters.
Turning Point Benefit Group's Invesco Water Resources ETF position peaked at $275K in Q4 2024.
366 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.