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Wealthspire Advisors (New York)’s Invesco Water Resources ETF PHO Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-1,960
Closed -$141K – 2358
2025
Q3 		$141K Buy
+1,960
New +$140K ﹤0.01% 911

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWM
Shepherd Wealth Management Cincinnati, Ohio $134M AUM 45.23% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wealthspire Advisors (New York)'s PHO Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Invesco Water Resources ETF (PHO) in Q4 2025, closing a stake of 1,960 shares — an estimated $141K sold.

Wealthspire Advisors (New York) first reported a position in PHO in Q3 2025 and held it in 1 quarter. The position peaked at $141K in Q3 2025. 380 funds tracked by Wall St. Rank hold PHO as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Invesco Water Resources ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,960 Invesco Water Resources ETF shares in Q4 2025, an estimated $141K.
  • Wealthspire Advisors (New York) first reported a position in Invesco Water Resources ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Invesco Water Resources ETF position peaked at $141K in Q3 2025.
  • 380 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.