Winthrop Advisory Group’s Invesco Water Resources ETF PHO Stock Holding History

Winthrop Advisory Group’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 Q2	$205K	Buy	+2,969	New	+$200K	0.01%	217
2026 Q1	–	Sell	-2,968	Closed	-$209K	–	209
2025 Q4	$209K	Hold	2,968	–	–	0.02%	181
2025 Q3	$214K	Buy	2,968 +2	+0.1%	+$143	0.02%	178
2025 Q2	$207K	Buy	+2,966	New	+$197K	0.02%	173
2024 Q4	–	Sell	-2,960	Closed	-$209K	–	166
2024 Q3	$209K	Buy	+2,960	New	+$201K	0.03%	144

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

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

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

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

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

Winthrop Advisory Group's PHO Position: Q2 2026 in Review

Winthrop Advisory Group opened a new position in Invesco Water Resources ETF (PHO) in Q2 2026: 2,969 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #217 among its holdings. This is a return to the name: Winthrop Advisory Group previously reported a position in PHO as recently as Q4 2025.

Winthrop Advisory Group first reported a position in PHO in Q3 2024 and has held it in 5 quarters since. The position peaked at $214K in Q3 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Winthrop Advisory Group held 2,969 shares of Invesco Water Resources ETF worth $205K as of Q2 2026.
Invesco Water Resources ETF was a new Winthrop Advisory Group position in Q2 2026.
Invesco Water Resources ETF made up 0.01% of Winthrop Advisory Group's portfolio in Q2 2026, its #217 holding.
Winthrop Advisory Group first reported a position in Invesco Water Resources ETF in Q3 2024 and has held it in 5 quarters since.
Winthrop Advisory Group's Invesco Water Resources ETF position peaked at $214K in Q3 2025.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.