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Westfuller Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Westfuller Advisors’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 		$54.3K Buy
813
+1
+0.1% +$71 0.02% 271
2025
Q4 		$57.1K Buy
812
+1
+0.1% +$72 0.02% 284
2025
Q3 		$58.5K Buy
+811
New +$58.1K 0.03% 274

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

Westfuller Advisors's PHO Position: Q1 2026 in Review

Westfuller Advisors increased its Invesco Water Resources ETF (PHO) stake by 0.12% in Q1 2026, buying an estimated $71 and bringing the position to 813 shares worth $54.3K. The position accounts for 0.02% of the portfolio, ranked #271.

Westfuller Advisors first reported a position in PHO in Q3 2025 and has held it in 3 quarters since. The position peaked at $58.5K in Q3 2025. 365 funds tracked by Wall St. Rank hold PHO as of Q1 2026.

  • Westfuller Advisors held 813 shares of Invesco Water Resources ETF worth $54.3K as of Q1 2026.
  • Westfuller Advisors bought 1 Invesco Water Resources ETF share in Q1 2026, an estimated $71.
  • Invesco Water Resources ETF made up 0.02% of Westfuller Advisors's portfolio in Q1 2026, its #271 holding.
  • Westfuller Advisors first reported a position in Invesco Water Resources ETF in Q3 2025 and has held it in 3 quarters since.
  • Westfuller Advisors's Invesco Water Resources ETF position peaked at $58.5K in Q3 2025.
  • 365 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.