Webster Bank’s Invesco Water Resources ETF PHO Stock Holding History

Webster Bank’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 Q2	–	Sell	-5,220	Closed	-$337K	–	689
2025 Q1	$337K	Hold	5,220	–	–	0.04%	177
2024 Q4	$343K	Hold	5,220	–	–	0.04%	172
2024 Q3	$368K	Hold	5,220	–	–	0.04%	171
2024 Q2	$339K	Hold	5,220	–	–	0.04%	171
2024 Q1	$347K	Hold	5,220	–	–	0.04%	171
2023 Q4	$318K	Hold	5,220	–	–	0.04%	175
2023 Q3	$278K	Hold	5,220	–	–	0.04%	176
2023 Q2	$294K	Sell	5,220 -1,000	-16%	-$53.5K	0.04%	175
2023 Q1	$332K	Hold	6,220	–	–	0.04%	176
2022 Q4	$321K	Hold	6,220	–	–	0.04%	171
2022 Q3	$285K	Hold	6,220	–	–	0.04%	173
2022 Q2	$287K	Hold	6,220	–	–	0.04%	171
2022 Q1	$330K	Hold	6,220	–	–	0.04%	175
2021 Q4	$378K	Hold	6,220	–	–	0.04%	164
2021 Q3	$340K	Hold	6,220	–	–	0.04%	164
2021 Q2	$333K	Hold	6,220	–	–	0.04%	165
2021 Q1	$307K	Hold	6,220	–	–	0.04%	176
2020 Q4	$289K	Buy	6,220 +1,000	+19%	+$43.8K	0.03%	175
2020 Q3	$207K	Hold	5,220	–	–	0.03%	200
2020 Q2	$190K	Hold	5,220	–	–	0.03%	193
2020 Q1	$164K	Hold	5,220	–	–	0.03%	184
2019 Q4	$202K	Hold	5,220	–	–	0.03%	201
2019 Q3	$191K	Hold	5,220	–	–	0.03%	206
2019 Q2	$186K	Buy	+5,220	New	+$179K	0.03%	206

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GWM

Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Webster Bank's PHO Position: Q2 2025 in Review

Webster Bank sold out of Invesco Water Resources ETF (PHO) in Q2 2025, closing a stake of 5,220 shares — an estimated $337K sold.

Webster Bank first reported a position in PHO in Q2 2019 and held it in 24 quarters. The position peaked at $378K in Q4 2021. 394 funds tracked by Wall St. Rank hold PHO as of Q2 2025.

Webster Bank reported no remaining Invesco Water Resources ETF position as of Q2 2025 after selling out during the quarter.
Webster Bank sold 5,220 Invesco Water Resources ETF shares in Q2 2025, an estimated $337K.
Webster Bank first reported a position in Invesco Water Resources ETF in Q2 2019 and held it in 24 quarters.
Webster Bank's Invesco Water Resources ETF position peaked at $378K in Q4 2021.
394 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2025.

Based on Webster Bank's 13F filing for Q2 2025, filed 8 Jul 2025.