Atria Wealth Solutions’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 Q2	$2.11M	Sell	30,127 -11,014	-27%	-$731K	0.05%	404
2025 Q1	$2.65M	Buy	41,141 +3,419	+9%	+$227K	0.03%	535
2024 Q4	$2.48M	Buy	37,722 +2,446	+7%	+$171K	0.03%	563
2024 Q3	$2.49M	Buy	35,276 +454	+1%	+$30.8K	0.03%	553
2024 Q2	$2.26M	Sell	34,822 -6,762	-16%	-$445K	0.03%	589
2024 Q1	$2.77M	Buy	41,584 +1,207	+3%	+$75K	0.03%	522
2023 Q4	$2.46M	Buy	40,377 +1,515	+4%	+$83.4K	0.03%	544
2023 Q3	$2.07M	Sell	38,862 -692	-2%	-$38.8K	0.03%	551
2023 Q2	$2.23M	Buy	39,554 +1,971	+5%	+$105K	0.03%	532
2023 Q1	$2.01M	Sell	37,583 -310	-0.8%	-$16.4K	0.03%	540
2022 Q4	$1.95M	Sell	37,893 -1,529	-4%	-$77.1K	0.03%	522
2022 Q3	$1.8M	Sell	39,422 -1,375	-3%	-$68.6K	0.03%	522
2022 Q2	$1.89M	Buy	40,797 +4,177	+11%	+$204K	0.04%	464
2022 Q1	$1.94M	Buy	+36,620	New	+$1.94M	0.03%	492