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

Wealth Enhancement Trust 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 		$222K Hold
3,216
– – 0.02% 278
2026
Q1 		$215K Hold
3,216
– – 0.03% 271
2025
Q4 		$226K Buy
+3,216
New +$232K 0.03% 251

Other funds holding PHO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
HW
Hamilton Wealth Encino, California $546M AUM 31.66% 1-Year Est. Return

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

Wealth Enhancement Trust Services held its Invesco Water Resources ETF (PHO) position steady in Q2 2026 at 3,216 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #278.

Wealth Enhancement Trust Services first reported a position in PHO in Q4 2025 and has held it in 3 quarters since. The position peaked at $226K in Q4 2025. 292 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • Wealth Enhancement Trust Services held 3,216 shares of Invesco Water Resources ETF worth $222K as of Q2 2026.
  • Wealth Enhancement Trust Services left its Invesco Water Resources ETF share count unchanged in Q2 2026.
  • Invesco Water Resources ETF made up 0.02% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #278 holding.
  • Wealth Enhancement Trust Services first reported a position in Invesco Water Resources ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Invesco Water Resources ETF position peaked at $226K in Q4 2025.
  • 292 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

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