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BOLTON SECURITIES CORPORATION’s Invesco Water Resources ETF PHO Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$322K Hold
4,750
– – 0.01% 726
2026
Q2 		$328K Hold
4,750
– – 0.01% 731
2026
Q1 		$318K Buy
+4,750
New +$338K 0.02% 671
2025
Q3 		$343K Buy
+4,750
New +$340K 0.02% 608
2025
Q1 		$306K Buy
+4,750
New +$316K 0.02% 586

Other funds holding PHO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's PHO Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Invesco Water Resources ETF (PHO) position steady in Q3 2026 at 4,750 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #726.

BOLTON SECURITIES CORPORATION first reported a position in PHO in Q1 2025 and has held it in 5 quarters since. The position peaked at $343K in Q3 2025. 265 funds tracked by Wall St. Rank hold PHO as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 4,750 shares of Invesco Water Resources ETF worth $322K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its Invesco Water Resources ETF share count unchanged in Q3 2026.
  • Invesco Water Resources ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #726 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Invesco Water Resources ETF in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Invesco Water Resources ETF position peaked at $343K in Q3 2025.
  • 265 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.