VCP
PHO icon

Verus Capital Partners’s Invesco Water Resources ETF PHO Stock Holding History

Verus Capital Partners’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
-2,925
Closed -$206K – 492
2025
Q4 		$206K Buy
2,925
+1
+0% +$72 0.01% 425
2025
Q3 		$211K Buy
2,924
+1
+0% +$72 0.02% 389
2025
Q2 		$204K Sell
2,923
-299
-9% -$19.8K 0.02% 353
2025
Q1 		$208K Sell
3,222
-98
-3% -$6.52K 0.02% 347
2024
Q4 		$218K Buy
3,320
+1
+0% +$70 0.02% 331
2024
Q3 		$234K Sell
3,319
-351
-10% -$23.8K 0.02% 313
2024
Q2 		$238K Buy
3,670
+1
+0% +$66 0.02% 295
2024
Q1 		$244K Sell
3,669
-99
-3% -$6.15K 0.03% 299
2023
Q4 		$229K Sell
3,768
-1,649
-30% -$90.8K 0.03% 280
2023
Q3 		$288K Sell
5,417
-999
-16% -$56.1K 0.04% 227
2023
Q2 		$362K Sell
6,416
-548
-8% -$29.3K 0.05% 203
2023
Q1 		$372K Buy
6,964
+1
+0% +$53 0.06% 195
2022
Q4 		$359K Sell
6,963
-648
-9% -$32.7K 0.07% 182
2022
Q3 		$348K Sell
7,611
-51
-0.7% -$2.54K 0.07% 191
2022
Q2 		$447K Sell
7,662
-1,848
-19% -$90.1K 0.09% 168
2022
Q1 		$458K Buy
+9,510
New +$504K 0.07% 198
2020
Q1 		$22K Hold
709
– – 0.01% 779
2019
Q4 		$27K Buy
+709
New +$26.3K 0.01% 784

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

Verus Capital Partners's PHO Position: Q1 2026 in Review

Verus Capital Partners sold out of Invesco Water Resources ETF (PHO) in Q1 2026, closing a stake of 2,925 shares — an estimated $206K sold.

Verus Capital Partners first reported a position in PHO in Q4 2019 and held it in 18 quarters. The position peaked at $458K in Q1 2022. 366 funds tracked by Wall St. Rank hold PHO as of Q1 2026.

  • Verus Capital Partners reported no remaining Invesco Water Resources ETF position as of Q1 2026 after selling out during the quarter.
  • Verus Capital Partners sold 2,925 Invesco Water Resources ETF shares in Q1 2026, an estimated $206K.
  • Verus Capital Partners first reported a position in Invesco Water Resources ETF in Q4 2019 and held it in 18 quarters.
  • Verus Capital Partners's Invesco Water Resources ETF position peaked at $458K in Q1 2022.
  • 366 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.