Walkner Condon Financial Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Walkner Condon Financial 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 Q2	$369K	Buy	5,341 +696	+15%	+$47K	0.04%	233
2026 Q1	$311K	Buy	4,645 +312	+7%	+$22.2K	0.04%	239
2025 Q4	$305K	Buy	4,333 +1,236	+40%	+$89.1K	0.04%	242
2025 Q3	$223K	Buy	+3,097	New	+$222K	0.04%	274

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

Walkner Condon Financial Advisors's PHO Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its Invesco Water Resources ETF (PHO) stake by 15% in Q2 2026, buying an estimated $47K and bringing the position to 5,341 shares worth $369K. The position accounts for 0.04% of the portfolio, ranked #233.

Walkner Condon Financial Advisors first reported a position in PHO in Q3 2025 and has held it in 4 quarters since. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Walkner Condon Financial Advisors held 5,341 shares of Invesco Water Resources ETF worth $369K as of Q2 2026.
Walkner Condon Financial Advisors bought 696 Invesco Water Resources ETF shares in Q2 2026, an estimated $47K.
Invesco Water Resources ETF made up 0.04% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #233 holding.
Walkner Condon Financial Advisors first reported a position in Invesco Water Resources ETF in Q3 2025 and has held it in 4 quarters since.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.