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WMG Financial Advisors’s Invesco Water Resources ETF PHO Stock Holding History

WMG Financial 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
2025
Q4 		– Sell
-3,322
Closed -$240K – 175
2025
Q3 		$240K Buy
+3,322
New +$238K 0.08% 173

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
SWM
Shepherd Wealth Management Cincinnati, Ohio $134M AUM 45.23% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 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

WMG Financial Advisors's PHO Position: Q4 2025 in Review

WMG Financial Advisors sold out of Invesco Water Resources ETF (PHO) in Q4 2025, closing a stake of 3,322 shares — an estimated $240K sold.

WMG Financial Advisors first reported a position in PHO in Q3 2025 and held it in 1 quarter. The position peaked at $240K in Q3 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q4 2025.

  • WMG Financial Advisors reported no remaining Invesco Water Resources ETF position as of Q4 2025 after selling out during the quarter.
  • WMG Financial Advisors sold 3,322 Invesco Water Resources ETF shares in Q4 2025, an estimated $240K.
  • WMG Financial Advisors first reported a position in Invesco Water Resources ETF in Q3 2025 and held it in 1 quarter.
  • WMG Financial Advisors's Invesco Water Resources ETF position peaked at $240K in Q3 2025.
  • 379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.