Wealth Enhancement Advisory Services’s Invesco Water Resources ETF PHO Stock Holding History

Wealth Enhancement Advisory Services’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	$568K	Buy	8,226 +473	+6%	+$31.9K	﹤0.01%	2569
2026 Q1	$522K	Sell	7,753 -18,994	-71%	-$1.35M	﹤0.01%	2285
2025 Q4	$1.93M	Buy	26,747 +1,691	+7%	+$122K	﹤0.01%	1529
2025 Q3	$1.82M	Sell	25,056 -3,523	-12%	-$252K	﹤0.01%	1495
2025 Q2	$2.04M	Buy	28,579 +2,932	+11%	+$195K	﹤0.01%	1336
2025 Q1	$1.65M	Sell	25,647 -409	-2%	-$27.2K	﹤0.01%	1349
2024 Q4	$1.71M	Buy	26,056 +1,170	+5%	+$81.6K	﹤0.01%	1256
2024 Q3	$1.76M	Buy	24,886 +3,302	+15%	+$224K	﹤0.01%	1124
2024 Q2	$1.4M	Sell	21,584 -1,776	-8%	-$117K	﹤0.01%	1138
2024 Q1	$1.56M	Sell	23,360 -332	-1%	-$20.6K	﹤0.01%	1056
2023 Q4	$1.44M	Sell	23,692 -664	-3%	-$36.6K	﹤0.01%	1016
2023 Q3	$1.3M	Buy	+24,356	New	+$1.37M	﹤0.01%	1004

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

Wealth Enhancement Advisory Services's PHO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Invesco Water Resources ETF (PHO) stake by 6.1% in Q2 2026, buying an estimated $31.9K and bringing the position to 8,226 shares worth $568K. The position accounts for ﹤0.01% of the portfolio, ranked #2569.

Wealth Enhancement Advisory Services first reported a position in PHO in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.04M in Q2 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Wealth Enhancement Advisory Services held 8,226 shares of Invesco Water Resources ETF worth $568K as of Q2 2026.
Wealth Enhancement Advisory Services bought 473 Invesco Water Resources ETF shares in Q2 2026, an estimated $31.9K.
Invesco Water Resources ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2569 holding.
Wealth Enhancement Advisory Services first reported a position in Invesco Water Resources ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Invesco Water Resources ETF position peaked at $2.04M in Q2 2025.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.