Wealthfront Advisers
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Wealthfront Advisers’s Invesco Water Resources ETF PHO Stock Holding History

Wealthfront Advisers’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 		$605K Buy
8,751
+2,916
+50% +$197K ﹤0.01% 824
2026
Q1 		$390K Sell
5,835
-493
-8% -$35.1K ﹤0.01% 887
2025
Q4 		$446K Sell
6,328
-436
-6% -$31.4K ﹤0.01% 842
2025
Q3 		$488K Sell
6,764
-168
-2% -$12K ﹤0.01% 826
2025
Q2 		$485K Buy
6,932
+651
+10% +$43.2K ﹤0.01% 806
2025
Q1 		$405K Buy
6,281
+341
+6% +$22.7K ﹤0.01% 809
2024
Q4 		$391K Buy
5,940
+577
+11% +$40.2K ﹤0.01% 804
2024
Q3 		$378K Buy
5,363
+430
+9% +$29.2K ﹤0.01% 800
2024
Q2 		$320K Buy
4,933
+685
+16% +$45.1K ﹤0.01% 798
2024
Q1 		$283K Buy
4,248
+484
+13% +$30.1K ﹤0.01% 812
2023
Q4 		$229K Buy
+3,764
New +$207K ﹤0.01% 825
2023
Q3 		– Sell
-4,507
Closed -$254K – 841
2023
Q2 		$254K Sell
4,507
-948
-17% -$50.7K ﹤0.01% 788
2023
Q1 		$291K Sell
5,455
-607
-10% -$32.2K ﹤0.01% 756
2022
Q4 		$312K Buy
6,062
+397
+7% +$20K ﹤0.01% 712
2022
Q3 		$259K Buy
+5,665
New +$283K ﹤0.01% 715

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1832 Asset Management
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wealthfront Advisers's PHO Position: Q2 2026 in Review

Wealthfront Advisers increased its Invesco Water Resources ETF (PHO) stake by 50% in Q2 2026, buying an estimated $197K and bringing the position to 8,751 shares worth $605K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Wealthfront Advisers first reported a position in PHO in Q3 2022 and has held it in 15 quarters since. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • Wealthfront Advisers held 8,751 shares of Invesco Water Resources ETF worth $605K as of Q2 2026.
  • Wealthfront Advisers bought 2,916 Invesco Water Resources ETF shares in Q2 2026, an estimated $197K.
  • Invesco Water Resources ETF made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #824 holding.
  • Wealthfront Advisers first reported a position in Invesco Water Resources ETF in Q3 2022 and has held it in 15 quarters since.
  • 379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.