Aptus Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $151K | Hold |
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|
2025
Q2 | $146K | Hold |
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|
2025
Q1 | $135K | Buy |
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|
2024
Q4 | $126K | Hold |
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|
2024
Q3 | $135K | Sell |
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|
2024
Q2 | $136K | Sell |
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|
2024
Q1 | $144K | Hold |
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|
2023
Q4 | $132K | Sell |
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|
2023
Q3 | $132K | Buy |
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|
2023
Q2 | $81K | Buy |
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|
2023
Q1 | $34.7K | Sell |
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|
2022
Q4 | $54.3K | Buy |
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|
2022
Q3 | $48K | Buy |
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|
2022
Q2 | $3K | Hold |
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|
2022
Q1 | $4K | Hold |
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|
2021
Q4 | $5K | Hold |
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|
2021
Q3 | $4K | Buy |
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