ALLSTREET CAPITAL ADVISORS LLC’s Invesco Water Resources ETF PHO Stock Holding History

ALLSTREET CAPITAL ADVISORS LLC’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	$5.16M	Buy	+77,164	New	+$5.49M	3.82%	6

Other funds holding PHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

ALLSTREET CAPITAL ADVISORS LLC's PHO Position: Q1 2026 in Review

ALLSTREET CAPITAL ADVISORS LLC opened a new position in Invesco Water Resources ETF (PHO) in Q1 2026: 77,164 shares worth $5.16M. The stake represents 3.82% of the portfolio and ranks #6 among its holdings.

365 funds tracked by Wall St. Rank hold PHO as of Q1 2026.

ALLSTREET CAPITAL ADVISORS LLC held 77,164 shares of Invesco Water Resources ETF worth $5.16M as of Q1 2026.
Invesco Water Resources ETF was a new ALLSTREET CAPITAL ADVISORS LLC position in Q1 2026.
Invesco Water Resources ETF made up 3.82% of ALLSTREET CAPITAL ADVISORS LLC's portfolio in Q1 2026, its #6 holding.
365 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2026.

Based on ALLSTREET CAPITAL ADVISORS LLC's 13F filing for Q1 2026, filed 16 Jul 2026.