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

Wealthspan 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 		$408K Sell
5,912
-1,762
-23% -$119K 0.13% 91
2026
Q1 		$513K Buy
7,674
+1
+0% +$71 0.18% 77
2025
Q4 		$540K Sell
7,673
-850
-10% -$61.3K 0.2% 76
2025
Q3 		$615K Sell
8,523
-399
-4% -$28.6K 0.23% 65
2025
Q2 		$624K Sell
8,922
-492
-5% -$32.7K 0.26% 58
2025
Q1 		$607K Sell
9,414
-303
-3% -$20.2K 0.28% 58
2024
Q4 		$639K Sell
9,717
-257
-3% -$17.9K 0.31% 56
2024
Q3 		$704K Hold
9,974
– – 0.35% 52
2024
Q2 		$647K Buy
9,974
+429
+4% +$28.2K 0.36% 50
2024
Q1 		$635K Buy
9,545
+3,677
+63% +$228K 0.37% 50
2023
Q4 		$357K Sell
5,868
-298
-5% -$16.4K 0.25% 59
2023
Q3 		$328K Sell
6,166
-1,700
-22% -$95.4K 0.26% 61
2023
Q2 		$444K Sell
7,866
-1,519
-16% -$81.2K 0.35% 47
2023
Q1 		$501K Sell
9,385
-517
-5% -$27.4K 0.43% 44
2022
Q4 		$510K Buy
9,902
+67
+0.7% +$3.38K 0.46% 40
2022
Q3 		$450K Sell
9,835
-340
-3% -$17K 0.47% 39
2022
Q2 		$470K Buy
10,175
+1,068
+12% +$52.1K 0.49% 37
2022
Q1 		$483K Buy
9,107
+338
+4% +$17.9K 0.44% 41
2021
Q4 		$534K Buy
+8,769
New +$510K 0.47% 40

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

Wealthspan Partners's PHO Position: Q2 2026 in Review

Wealthspan Partners reduced its Invesco Water Resources ETF (PHO) stake by 23% in Q2 2026, selling an estimated $119K and leaving 5,912 shares worth $408K. The position accounts for 0.13% of the portfolio, ranked #91.

Wealthspan Partners first reported a position in PHO in Q4 2021 and has held it in 19 quarters since. The position peaked at $704K in Q3 2024. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • Wealthspan Partners held 5,912 shares of Invesco Water Resources ETF worth $408K as of Q2 2026.
  • Wealthspan Partners sold 1,762 Invesco Water Resources ETF shares in Q2 2026, an estimated $119K.
  • Invesco Water Resources ETF made up 0.13% of Wealthspan Partners's portfolio in Q2 2026, its #91 holding.
  • Wealthspan Partners first reported a position in Invesco Water Resources ETF in Q4 2021 and has held it in 19 quarters since.
  • Wealthspan Partners's Invesco Water Resources ETF position peaked at $704K in Q3 2024.
  • 379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.