Ancora Advisors’s Invesco Water Resources ETF PHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $172K | Sell |
2,568
-150
| -6% | -$10.7K | ﹤0.01% | 749 |
|
|
2025
Q4 | $191K | Hold |
2,718
| – | – | ﹤0.01% | 752 |
|
|
2025
Q3 | $196K | Sell |
2,718
-1,107
| -29% | -$79.3K | ﹤0.01% | 721 |
|
|
2025
Q2 | $267K | Sell |
3,825
-6,251
| -62% | -$415K | 0.01% | 663 |
|
|
2025
Q1 | $650K | Buy |
10,076
+2
| +0% | +$133 | 0.01% | 472 |
|
|
2024
Q4 | $663K | Buy |
10,074
+1
| +0% | +$70 | 0.01% | 466 |
|
|
2024
Q3 | $711K | Buy |
10,073
+1
| +0% | +$68 | 0.02% | 447 |
|
|
2024
Q2 | $654K | Buy |
10,072
+2
| +0% | +$132 | 0.02% | 456 |
|
|
2024
Q1 | $670K | Buy |
10,070
+1
| +0% | +$62 | 0.02% | 460 |
|
|
2023
Q4 | $613K | Buy |
10,069
+6,254
| +164% | +$344K | 0.01% | 471 |
|
|
2023
Q3 | $203K | Buy |
3,815
+1
| +0% | +$56 | 0.01% | 657 |
|
|
2023
Q2 | $215K | Buy |
3,814
+2
| +0.1% | +$107 | 0.01% | 634 |
|
|
2023
Q1 | $203K | Buy |
3,812
+2
| +0.1% | +$106 | 0.01% | 636 |
|
|
2022
Q4 | $196K | Sell |
3,810
-473
| -11% | -$23.9K | 0.01% | 677 |
|
|
2022
Q3 | $196K | Buy |
4,283
+171
| +4% | +$8.53K | 0.01% | 737 |
|
|
2022
Q2 | $190K | Hold |
4,112
| – | – | 0.01% | 776 |
|
|
2022
Q1 | $218K | Buy |
4,112
+151
| +4% | +$8K | 0.01% | 770 |
|
|
2021
Q4 | $241K | Hold |
3,961
| – | – | 0.01% | 748 |
|
|
2021
Q3 | $217K | Buy |
3,961
+1
| +0% | +$57 | 0.01% | 768 |
|
|
2021
Q2 | $212K | Buy |
3,960
+2,876
| +265% | +$150K | 0.01% | 744 |
|
|
2021
Q1 | $54K | Buy |
1,084
+1
| +0.1% | +$48 | ﹤0.01% | 1032 |
|
|
2020
Q4 | $50K | Buy |
1,083
+1
| +0.1% | +$44 | ﹤0.01% | 881 |
|
|
2020
Q3 | $43K | Buy |
1,082
+2
| +0.2% | +$78 | ﹤0.01% | 885 |
|
|
2020
Q2 | $39K | Buy |
1,080
+1
| +0.1% | +$35 | ﹤0.01% | 869 |
|
|
2020
Q1 | $34K | Buy |
1,079
+1
| +0.1% | +$37 | ﹤0.01% | 961 |
|
|
2019
Q4 | $42K | Buy |
+1,078
| New | +$40K | ﹤0.01% | 929 |
|
|
2018
Q4 | – | Sell |
-1,071
| Closed | -$34K | – | 1038 |
|
|
2018
Q3 | $34K | Buy |
+1,071
| New | +$33.7K | ﹤0.01% | 975 |
|
|
2017
Q1 | – | Sell |
-1,062
| Closed | -$26K | – | 969 |
|
|
2016
Q4 | $26K | Buy |
+1,062
| New | +$25.9K | ﹤0.01% | 893 |
|
Other funds holding PHO
PWM
AI
