WealthBridge Capital Management’s Invesco Water Resources ETF PHO Stock Holding History

WealthBridge Capital Management’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	$298K	Sell	4,314 -75	-2%	-$5.06K	0.06%	195
2026 Q1	$293K	Hold	4,389	–	–	0.07%	181
2025 Q4	$309K	Hold	4,389	–	–	0.07%	166
2025 Q3	$316K	Hold	4,389	–	–	0.07%	165
2025 Q2	$307K	Hold	4,389	–	–	0.08%	169
2025 Q1	$283K	Buy	4,389 +75	+2%	+$4.99K	0.08%	165
2024 Q4	$284K	Hold	4,314	–	–	0.08%	160
2024 Q3	$304K	Sell	4,314 -150	-3%	-$10.2K	0.09%	159
2024 Q2	$290K	Hold	4,464	–	–	0.1%	137
2024 Q1	$297K	Buy	4,464 +150	+3%	+$9.32K	0.1%	131
2023 Q4	$263K	Hold	4,314	–	–	0.1%	134
2023 Q3	$229K	Hold	4,314	–	–	0.09%	153
2023 Q2	$243K	Hold	4,314	–	–	0.1%	155
2023 Q1	$230K	Hold	4,314	–	–	0.09%	170
2022 Q4	$222K	Buy	+4,314	New	+$218K	0.09%	178
2022 Q2	–	Sell	-4,314	Closed	-$229K	–	209
2022 Q1	$229K	Buy	4,314 +50	+1%	+$2.65K	0.09%	169
2021 Q4	$259K	Hold	4,264	–	–	0.1%	144
2021 Q3	$233K	Hold	4,264	–	–	0.09%	153
2021 Q2	$228K	Hold	4,264	–	–	0.08%	152
2021 Q1	$211K	Buy	+4,264	New	+$206K	0.09%	151
2019 Q2	–	Sell	-3,800	Closed	-$130K	–	656
2019 Q1	$130K	Buy	3,800 +200	+6%	+$6.38K	0.08%	153
2018 Q4	$102K	Buy	+3,600	New	+$106K	0.08%	163

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

WealthBridge Capital Management's PHO Position: Q2 2026 in Review

WealthBridge Capital Management reduced its Invesco Water Resources ETF (PHO) stake by 1.7% in Q2 2026, selling an estimated $5.06K and leaving 4,314 shares worth $298K. The position accounts for 0.06% of the portfolio, ranked #195.

WealthBridge Capital Management first reported a position in PHO in Q4 2018 and has held it in 22 quarters since. The position peaked at $316K in Q3 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

WealthBridge Capital Management held 4,314 shares of Invesco Water Resources ETF worth $298K as of Q2 2026.
WealthBridge Capital Management sold 75 Invesco Water Resources ETF shares in Q2 2026, an estimated $5.06K.
Invesco Water Resources ETF made up 0.06% of WealthBridge Capital Management's portfolio in Q2 2026, its #195 holding.
WealthBridge Capital Management first reported a position in Invesco Water Resources ETF in Q4 2018 and has held it in 22 quarters since.
WealthBridge Capital Management's Invesco Water Resources ETF position peaked at $316K in Q3 2025.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.