Western Pacific Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History

Western Pacific Wealth Management’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	$6.75K	Hold	101	–	–	0.01%	159
2025 Q4	$7.1K	Hold	101	–	–	0.01%	146
2025 Q3	$7.28K	Hold	101	–	–	0.01%	164
2025 Q2	$7.04K	Hold	101	–	–	0.01%	170
2025 Q1	$6.49K	Buy	101 +1	+1%	+$67	0.01%	167
2024 Q4	$6.61K	Hold	100	–	–	0.01%	176
2024 Q3	$7.08K	Hold	100	–	–	﹤0.01%	213
2024 Q2	$6.51K	Hold	100	–	–	﹤0.01%	189
2024 Q1	$6.66K	Hold	100	–	–	﹤0.01%	201
2023 Q4	$6.09K	Hold	100	–	–	﹤0.01%	197
2023 Q3	$5.32K	Hold	100	–	–	﹤0.01%	209
2023 Q2	$5.64K	Hold	100	–	–	﹤0.01%	215
2023 Q1	$5.33K	Hold	100	–	–	﹤0.01%	221
2022 Q4	$5.15K	Buy	+100	New	+$5.04K	﹤0.01%	212

Other funds holding PHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Western Pacific Wealth Management's PHO Position: Q1 2026 in Review

Western Pacific Wealth Management held its Invesco Water Resources ETF (PHO) position steady in Q1 2026 at 101 shares worth $6.75K. The position accounts for 0.01% of the portfolio, ranked #159.

Western Pacific Wealth Management first reported a position in PHO in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.28K in Q3 2025. 365 funds tracked by Wall St. Rank hold PHO as of Q1 2026.

Western Pacific Wealth Management held 101 shares of Invesco Water Resources ETF worth $6.75K as of Q1 2026.
Western Pacific Wealth Management left its Invesco Water Resources ETF share count unchanged in Q1 2026.
Invesco Water Resources ETF made up 0.01% of Western Pacific Wealth Management's portfolio in Q1 2026, its #159 holding.
Western Pacific Wealth Management first reported a position in Invesco Water Resources ETF in Q4 2022 and has held it in 14 quarters since.
Western Pacific Wealth Management's Invesco Water Resources ETF position peaked at $7.28K in Q3 2025.
365 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.