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

Washington Trust’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
2025 Q2	–	Sell	-1,100	Closed	-$71K	–	582
2025 Q1	$71K	Hold	1,100	–	–	﹤0.01%	366
2024 Q4	$72.4K	Hold	1,100	–	–	﹤0.01%	383
2024 Q3	$77.6K	Hold	1,100	–	–	﹤0.01%	383
2024 Q2	$71.4K	Hold	1,100	–	–	﹤0.01%	395
2024 Q1	$73.2K	Hold	1,100	–	–	﹤0.01%	400
2023 Q4	$66.9K	Hold	1,100	–	–	﹤0.01%	385
2023 Q3	$58.5K	Hold	1,100	–	–	﹤0.01%	372
2023 Q2	$62K	Hold	1,100	–	–	﹤0.01%	384
2023 Q1	$58.7K	Hold	1,100	–	–	﹤0.01%	388
2022 Q4	$56.7K	Hold	1,100	–	–	﹤0.01%	380
2022 Q3	$50K	Hold	1,100	–	–	﹤0.01%	389
2022 Q2	$51K	Hold	1,100	–	–	﹤0.01%	405
2022 Q1	$59K	Hold	1,100	–	–	﹤0.01%	409
2021 Q4	$67K	Sell	1,100 -1,080	-50%	-$62.8K	﹤0.01%	393
2021 Q3	$119K	Sell	2,180 -200	-8%	-$11.4K	﹤0.01%	378
2021 Q2	$128K	Sell	2,380 -200	-8%	-$10.5K	﹤0.01%	368
2021 Q1	$128K	Hold	2,580	–	–	﹤0.01%	356
2020 Q4	$120K	Hold	2,580	–	–	﹤0.01%	349
2020 Q3	$103K	Buy	2,580 +1,480	+135%	+$57.9K	﹤0.01%	336
2020 Q2	$39K	Hold	1,100	–	–	﹤0.01%	434
2020 Q1	$35K	Buy	+1,100	New	+$40.8K	﹤0.01%	446

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

GWM

Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return

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

Washington Trust's PHO Position: Q2 2025 in Review

Washington Trust sold out of Invesco Water Resources ETF (PHO) in Q2 2025, closing a stake of 1,100 shares — an estimated $71K sold.

Washington Trust first reported a position in PHO in Q1 2020 and held it in 21 quarters. The position peaked at $128K in Q2 2021. 394 funds tracked by Wall St. Rank hold PHO as of Q2 2025.

Washington Trust reported no remaining Invesco Water Resources ETF position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 1,100 Invesco Water Resources ETF shares in Q2 2025, an estimated $71K.
Washington Trust first reported a position in Invesco Water Resources ETF in Q1 2020 and held it in 21 quarters.
Washington Trust's Invesco Water Resources ETF position peaked at $128K in Q2 2021.
394 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.