Atria Wealth Solutions’s Invesco Water Resources ETF PHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Sell |
30,127
-11,014
| -27% | -$770K | 0.05% | 404 |
|
|
2025
Q1 | $2.65M | Buy |
41,141
+3,419
| +9% | +$221K | 0.03% | 532 |
|
|
2024
Q4 | $2.48M | Buy |
37,722
+2,446
| +7% | +$161K | 0.03% | 560 |
|
|
2024
Q3 | $2.49M | Buy |
35,276
+454
| +1% | +$32K | 0.03% | 550 |
|
|
2024
Q2 | $2.26M | Sell |
34,822
-6,762
| -16% | -$439K | 0.02% | 587 |
|
|
2024
Q1 | $2.77M | Buy |
41,584
+1,207
| +3% | +$80.3K | 0.03% | 520 |
|
|
2023
Q4 | $2.46M | Buy |
40,377
+1,515
| +4% | +$92.2K | 0.03% | 539 |
|
|
2023
Q3 | $2.07M | Sell |
38,862
-692
| -2% | -$36.8K | 0.03% | 550 |
|
|
2023
Q2 | $2.23M | Buy |
39,554
+1,971
| +5% | +$111K | 0.03% | 530 |
|
|
2023
Q1 | $2.01M | Sell |
37,583
-310
| -0.8% | -$16.5K | 0.03% | 539 |
|
|
2022
Q4 | $1.95M | Sell |
37,893
-1,529
| -4% | -$78.8K | 0.03% | 521 |
|
|
2022
Q3 | $1.8M | Sell |
39,422
-1,375
| -3% | -$62.9K | 0.03% | 519 |
|
|
2022
Q2 | $1.89M | Buy |
40,797
+4,177
| +11% | +$193K | 0.04% | 448 |
|
|
2022
Q1 | $1.94M | Buy |
+36,620
| New | +$1.94M | 0.03% | 492 |
|