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Wedbush Securities’s Invesco Water Resources ETF PHO Stock Holding History

Wedbush Securities’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
Q1 		$301K Sell
4,503
-8
-0.2% -$570 0.01% 904
2025
Q4 		$318K Buy
4,511
+1
+0% +$72 0.01% 861
2025
Q3 		$325K Sell
4,510
-298
-6% -$21.3K 0.01% 816
2025
Q2 		$336K Sell
4,808
-332
-6% -$22K 0.01% 786
2025
Q1 		$332K Sell
5,140
-173
-3% -$11.5K 0.01% 763
2024
Q4 		$350K Sell
5,313
-488
-8% -$34K 0.01% 754
2024
Q3 		$409K Buy
5,801
+1
+0% +$68 0.02% 684
2024
Q2 		$376K Buy
5,800
+3
+0.1% +$197 0.01% 750
2024
Q1 		$386K Buy
5,797
+2
+0% +$124 0.01% 747
2023
Q4 		$353K Sell
5,795
-358
-6% -$19.7K 0.02% 695
2023
Q3 		$327K Buy
6,153
+165
+3% +$9.26K 0.02% 686
2023
Q2 		$338K Sell
5,988
-557
-9% -$29.8K 0.02% 699
2023
Q1 		$349K Sell
6,545
-680
-9% -$36K 0.02% 689
2022
Q4 		$372K Sell
7,225
-7,240
-50% -$365K 0.02% 628
2022
Q3 		$662K Buy
14,465
+336
+2% +$16.8K 0.04% 415
2022
Q2 		$653K Buy
14,129
+612
+5% +$29.8K 0.04% 425
2022
Q1 		$717K Sell
13,517
-476
-3% -$25.2K 0.03% 445
2021
Q4 		$851K Buy
13,993
+723
+5% +$42K 0.04% 424
2021
Q3 		$726K Buy
13,270
+2,637
+25% +$150K 0.03% 451
2021
Q2 		$569K Buy
10,633
+640
+6% +$33.5K 0.03% 577
2021
Q1 		$494K Buy
9,993
+4,033
+68% +$195K 0.03% 587
2020
Q4 		$277K Buy
5,960
+376
+7% +$16.5K 0.02% 678
2020
Q3 		$222K Buy
+5,584
New +$218K 0.02% 733

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 $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 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 $173B AUM 20.72% 1-Year Est. Return

Wedbush Securities's PHO Position: Q1 2026 in Review

Wedbush Securities reduced its Invesco Water Resources ETF (PHO) stake by 0.18% in Q1 2026, selling an estimated $570 and leaving 4,503 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #904.

Wedbush Securities first reported a position in PHO in Q3 2020 and has held it in 23 quarters since. The position peaked at $851K in Q4 2021. 365 funds tracked by Wall St. Rank hold PHO as of Q1 2026.

  • Wedbush Securities held 4,503 shares of Invesco Water Resources ETF worth $301K as of Q1 2026.
  • Wedbush Securities sold 8 Invesco Water Resources ETF shares in Q1 2026, an estimated $570.
  • Invesco Water Resources ETF made up 0.01% of Wedbush Securities's portfolio in Q1 2026, its #904 holding.
  • Wedbush Securities first reported a position in Invesco Water Resources ETF in Q3 2020 and has held it in 23 quarters since.
  • Wedbush Securities's Invesco Water Resources ETF position peaked at $851K in Q4 2021.
  • 365 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.