Stonebridge Financial Group, LLC/CA’s Invesco Water Resources ETF PHO Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$559K	Buy	+8,097	New	+$547K	0.08%	161

Other funds holding PHO

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's PHO Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Invesco Water Resources ETF (PHO) in Q2 2026: 8,097 shares worth $559K. The stake represents 0.08% of the portfolio and ranks #161 among its holdings.

325 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 8,097 shares of Invesco Water Resources ETF worth $559K as of Q2 2026.
Invesco Water Resources ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
Invesco Water Resources ETF made up 0.08% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #161 holding.
325 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.