Winter & Associates’s Invesco Water Resources ETF PHO Stock Holding History

Winter & Associates’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 Q3	$216K	Buy	+3,065	New	+$215K	0.16%	73

Other funds holding PHO

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

SCM

Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return

WealthSpring Partners Long Beach, California $94.4M AUM 11.13% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

Rockingstone Advisors Great Barrington, Massachusetts $249M AUM 27.79% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $579M AUM 18.55% 1-Year Est. Return

Winter & Associates's PHO Position: Q3 2026 in Review

Winter & Associates opened a new position in Invesco Water Resources ETF (PHO) in Q3 2026: 3,065 shares worth $216K. The stake represents 0.16% of the portfolio and ranks #73 among its holdings.

90 funds tracked by Wall St. Rank hold PHO as of Q3 2026.

Winter & Associates held 3,065 shares of Invesco Water Resources ETF worth $216K as of Q3 2026.
Invesco Water Resources ETF was a new Winter & Associates position in Q3 2026.
Invesco Water Resources ETF made up 0.16% of Winter & Associates's portfolio in Q3 2026, its #73 holding.
90 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2026.

Based on Winter & Associates's 13F filing for Q3 2026, filed 23 Oct 2026.