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Waverly Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Waverly 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
Q1 		$394K Buy
5,900
+50
+0.9% +$3.56K ﹤0.01% 1193
2025
Q4 		$412K Sell
5,850
-550
-9% -$39.6K ﹤0.01% 1081
2025
Q3 		$461K Sell
6,400
-299
-4% -$21.4K ﹤0.01% 876
2025
Q2 		$468K Sell
6,699
-866
-11% -$57.5K 0.01% 819
2025
Q1 		$488K Sell
7,565
-149
-2% -$9.91K 0.01% 776
2024
Q4 		$508K Sell
7,714
-275
-3% -$19.2K 0.01% 681
2024
Q3 		$564K Buy
7,989
+1
+0% +$68 0.01% 559
2024
Q2 		$519K Buy
7,988
+513
+7% +$33.8K 0.01% 574
2024
Q1 		$498K Buy
+7,475
New +$464K 0.01% 480
2015
Q1 		– Sell
-2,200
Closed -$57K – 408
2014
Q4 		$57K Hold
2,200
– – 0.03% 106
2014
Q3 		$54K Hold
2,200
– – 0.03% 213
2014
Q2 		$58K Buy
+2,200
New +$57.9K 0.02% 219

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Waverly Advisors's PHO Position: Q1 2026 in Review

Waverly Advisors increased its Invesco Water Resources ETF (PHO) stake by 0.85% in Q1 2026, buying an estimated $3.56K and bringing the position to 5,900 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

Waverly Advisors first reported a position in PHO in Q2 2014 and has held it in 12 quarters since. The position peaked at $564K in Q3 2024. 365 funds tracked by Wall St. Rank hold PHO as of Q1 2026.

  • Waverly Advisors held 5,900 shares of Invesco Water Resources ETF worth $394K as of Q1 2026.
  • Waverly Advisors bought 50 Invesco Water Resources ETF shares in Q1 2026, an estimated $3.56K.
  • Invesco Water Resources ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1193 holding.
  • Waverly Advisors first reported a position in Invesco Water Resources ETF in Q2 2014 and has held it in 12 quarters since.
  • Waverly Advisors's Invesco Water Resources ETF position peaked at $564K in Q3 2024.
  • 365 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.