WealthShield Partners’s Invesco Water Resources ETF PHO Stock Holding History

WealthShield 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	$73K	Sell	1,057 -1,899	-64%	-$128K	0.01%	274
2026 Q1	$198K	Hold	2,956	–	–	0.02%	349
2025 Q4	$208K	Sell	2,956 -30	-1%	-$2.16K	0.02%	336
2025 Q3	$215K	Sell	2,986 -35	-1%	-$2.51K	0.02%	324
2025 Q2	$211K	Sell	3,021 -5	-0.2%	-$332	0.03%	318
2025 Q1	$195K	Hold	3,026	–	–	0.03%	322
2024 Q4	$199K	Hold	3,026	–	–	0.03%	285
2024 Q3	$213K	Sell	3,026 -18	-0.6%	-$1.22K	0.03%	286
2024 Q2	$198K	Hold	3,044	–	–	0.03%	279
2024 Q1	$203K	Hold	3,044	–	–	0.03%	272
2023 Q4	$185K	Sell	3,044 -725	-19%	-$39.9K	0.03%	281
2023 Q3	$200K	Sell	3,769 -6	-0.2%	-$337	0.03%	291
2023 Q2	$213K	Buy	3,775 +10	+0.3%	+$535	0.03%	286
2023 Q1	$201K	Buy	+3,765	New	+$200K	0.03%	291
2022 Q1	–	Sell	-4,248	Closed	-$258K	–	365
2021 Q4	$258K	Buy	+4,248	New	+$247K	0.04%	248
2021 Q2	–	Sell	-192	Closed	-$9K	–	1044
2021 Q1	$9K	Buy	+192	New	+$9.29K	﹤0.01%	832
2020 Q4	–	Sell	-192	Closed	-$8K	–	371
2020 Q3	$8K	Hold	192	–	–	﹤0.01%	355
2020 Q2	$7K	Hold	192	–	–	﹤0.01%	301
2020 Q1	$6K	Hold	192	–	–	﹤0.01%	234
2019 Q4	$7K	Hold	192	–	–	﹤0.01%	252
2019 Q3	$7K	Hold	192	–	–	﹤0.01%	242
2019 Q2	$7K	Hold	192	–	–	﹤0.01%	210
2019 Q1	$7K	Hold	192	–	–	﹤0.01%	240
2018 Q4	$5K	Hold	192	–	–	﹤0.01%	217
2018 Q3	$6K	Hold	192	–	–	﹤0.01%	221
2018 Q2	$6K	Hold	192	–	–	﹤0.01%	211
2018 Q1	$6K	Hold	192	–	–	﹤0.01%	206
2017 Q4	$6K	Buy	+192	New	+$5.68K	﹤0.01%	200

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

WealthShield Partners's PHO Position: Q2 2026 in Review

WealthShield Partners reduced its Invesco Water Resources ETF (PHO) stake by 64% in Q2 2026, selling an estimated $128K and leaving 1,057 shares worth $73K. The position accounts for 0.01% of the portfolio, ranked #274.

WealthShield Partners first reported a position in PHO in Q4 2017 and has held it in 28 quarters since. The position peaked at $258K in Q4 2021. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

WealthShield Partners held 1,057 shares of Invesco Water Resources ETF worth $73K as of Q2 2026.
WealthShield Partners sold 1,899 Invesco Water Resources ETF shares in Q2 2026, an estimated $128K.
Invesco Water Resources ETF made up 0.01% of WealthShield Partners's portfolio in Q2 2026, its #274 holding.
WealthShield Partners first reported a position in Invesco Water Resources ETF in Q4 2017 and has held it in 28 quarters since.
WealthShield Partners's Invesco Water Resources ETF position peaked at $258K in Q4 2021.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.