Wealthcare Advisory Partners’s Invesco Water Resources ETF PHO Stock Holding History

Wealthcare Advisory Partners’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	$891K	Sell	12,894 -1,238	-9%	-$83.6K	0.02%	546
2026 Q1	$945K	Buy	14,132 +3,691	+35%	+$263K	0.02%	532
2025 Q4	$735K	Buy	10,441 +1,112	+12%	+$80.1K	0.01%	587
2025 Q3	$673K	Sell	9,329 -148	-2%	-$10.6K	0.01%	594
2025 Q2	$663K	Buy	9,477 +1,077	+13%	+$71.5K	0.02%	573
2025 Q1	$542K	Sell	8,400 -2,633	-24%	-$175K	0.01%	574
2024 Q4	$726K	Buy	11,033 +125	+1%	+$8.71K	0.02%	487
2024 Q3	$769K	Sell	10,908 -182	-2%	-$12.4K	0.02%	474
2024 Q2	$720K	Sell	11,090 -2,123	-16%	-$140K	0.02%	464
2024 Q1	$880K	Sell	13,213 -2,952	-18%	-$183K	0.03%	402
2023 Q4	$984K	Sell	16,165 -9,651	-37%	-$532K	0.04%	316
2023 Q3	$1.37M	Buy	25,816 +6,322	+32%	+$355K	0.06%	228
2023 Q2	$1.1M	Sell	19,494 -4	-0%	-$214	0.05%	269
2023 Q1	$1.04M	Buy	19,498 +11,529	+145%	+$611K	0.04%	281
2022 Q4	$411K	Buy	7,969 +2,207	+38%	+$111K	0.02%	462
2022 Q3	$264K	Buy	5,762 +432	+8%	+$21.6K	0.02%	516
2022 Q2	$246K	Sell	5,330 -380	-7%	-$18.5K	0.01%	475
2022 Q1	$303K	Sell	5,710 -433	-7%	-$22.9K	0.02%	413
2021 Q4	$374K	Buy	6,143 +539	+10%	+$31.3K	0.02%	386
2021 Q3	$307K	Buy	5,604 +1,831	+49%	+$104K	0.02%	409
2021 Q2	$202K	Buy	3,773 +707	+23%	+$37K	0.01%	526
2021 Q1	$151K	Buy	+3,066	New	+$148K	0.01%	548
2020 Q2	–	Sell	-1,981	Closed	-$62K	–	1069
2020 Q1	$62K	Buy	1,981 +2	+0.1%	+$74	0.01%	464
2019 Q4	$76K	Buy	1,979 +836	+73%	+$31K	0.01%	460
2019 Q3	$42K	Buy	1,143 +283	+33%	+$10.2K	0.01%	574
2019 Q2	$31K	Buy	860 +220	+34%	+$7.54K	﹤0.01%	618
2019 Q1	$22K	Hold	640	–	–	﹤0.01%	638
2018 Q4	$18K	Buy	+640	New	+$18.9K	﹤0.01%	657

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

Wealthcare Advisory Partners's PHO Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Invesco Water Resources ETF (PHO) stake by 8.8% in Q2 2026, selling an estimated $83.6K and leaving 12,894 shares worth $891K. The position accounts for 0.02% of the portfolio, ranked #546.

Wealthcare Advisory Partners first reported a position in PHO in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.37M in Q3 2023. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Wealthcare Advisory Partners held 12,894 shares of Invesco Water Resources ETF worth $891K as of Q2 2026.
Wealthcare Advisory Partners sold 1,238 Invesco Water Resources ETF shares in Q2 2026, an estimated $83.6K.
Invesco Water Resources ETF made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #546 holding.
Wealthcare Advisory Partners first reported a position in Invesco Water Resources ETF in Q4 2018 and has held it in 28 quarters since.
Wealthcare Advisory Partners's Invesco Water Resources ETF position peaked at $1.37M in Q3 2023.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.