Washington Trust Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Washington Trust 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	$67.7K	Hold	980	–	–	0.01%	335
2026 Q1	$65.5K	Hold	980	–	–	0.01%	332
2025 Q4	$69K	Hold	980	–	–	0.01%	330
2025 Q3	$70.7K	Hold	980	–	–	0.01%	322
2025 Q2	$68.5K	Hold	980	–	–	0.01%	294
2025 Q1	$63.2K	Hold	980	–	–	0.01%	298
2024 Q4	$64.5K	Hold	980	–	–	0.01%	303
2024 Q3	$69.1K	Hold	980	–	–	0.01%	293
2024 Q2	$63.6K	Hold	980	–	–	0.01%	291
2024 Q1	$65.2K	Hold	980	–	–	0.01%	285
2023 Q4	$59.6K	Sell	980 -100	-9%	-$5.51K	0.01%	290
2023 Q3	$57.4K	Hold	1,080	–	–	0.01%	287
2023 Q2	$60.9K	Hold	1,080	–	–	0.01%	275
2023 Q1	$57.6K	Hold	1,080	–	–	0.01%	293
2022 Q4	$55.7K	Hold	1,080	–	–	0.01%	300
2022 Q3	$49K	Hold	1,080	–	–	﹤0.01%	393
2022 Q2	$50K	Hold	1,080	–	–	﹤0.01%	396
2022 Q1	$57K	Hold	1,080	–	–	﹤0.01%	426
2021 Q4	$66K	Buy	+1,080	New	+$62.8K	﹤0.01%	425

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

Washington Trust Advisors's PHO Position: Q2 2026 in Review

Washington Trust Advisors held its Invesco Water Resources ETF (PHO) position steady in Q2 2026 at 980 shares worth $67.7K. The position accounts for 0.01% of the portfolio, ranked #335.

Washington Trust Advisors first reported a position in PHO in Q4 2021 and has held it in 19 quarters since. The position peaked at $70.7K in Q3 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Washington Trust Advisors held 980 shares of Invesco Water Resources ETF worth $67.7K as of Q2 2026.
Washington Trust Advisors left its Invesco Water Resources ETF share count unchanged in Q2 2026.
Invesco Water Resources ETF made up 0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #335 holding.
Washington Trust Advisors first reported a position in Invesco Water Resources ETF in Q4 2021 and has held it in 19 quarters since.
Washington Trust Advisors's Invesco Water Resources ETF position peaked at $70.7K in Q3 2025.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.