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

WealthSpring 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	$6.86M	Buy	99,343 +2,656	+3%	+$179K	5.9%	4
2026 Q1	$6.46M	Buy	96,687 +951	+1%	+$67.7K	5.93%	5
2025 Q4	$6.74M	Buy	+95,736	New	+$6.9M	6.91%	4
2023 Q3	$9.71M	Buy	182,532 +1,485	+0.8%	+$83.3K	7.25%	5
2023 Q2	$10.2M	Sell	181,047 -150	-0.1%	-$8.02K	7.39%	5
2023 Q1	$9.67M	Buy	181,197 +44	+0%	+$2.33K	7.48%	4
2022 Q4	$9.34M	Buy	181,153 +352	+0.2%	+$17.8K	7.29%	4
2022 Q3	$8.27M	Buy	+180,801	New	+$9.02M	7.3%	4

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

WealthSpring Partners's PHO Position: Q2 2026 in Review

WealthSpring Partners increased its Invesco Water Resources ETF (PHO) stake by 2.7% in Q2 2026, buying an estimated $179K and bringing the position to 99,343 shares worth $6.86M. The position accounts for 5.9% of the portfolio, ranked #4.

WealthSpring Partners first reported a position in PHO in Q3 2022 and has held it in 8 quarters since. The position peaked at $10.2M in Q2 2023. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

WealthSpring Partners held 99,343 shares of Invesco Water Resources ETF worth $6.86M as of Q2 2026.
WealthSpring Partners bought 2,656 Invesco Water Resources ETF shares in Q2 2026, an estimated $179K.
Invesco Water Resources ETF made up 5.9% of WealthSpring Partners's portfolio in Q2 2026, its #4 holding.
WealthSpring Partners first reported a position in Invesco Water Resources ETF in Q3 2022 and has held it in 8 quarters since.
WealthSpring Partners's Invesco Water Resources ETF position peaked at $10.2M in Q2 2023.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on WealthSpring Partners's 13F filing for Q2 2026, filed 5 Aug 2026.