Avantax Advisory Services’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
$313K Buy
4,474
+100
+2% +$6.64K ﹤0.01% 1878
2025
Q1
$282K Sell
4,374
-175
-4% -$11.6K ﹤0.01% 1875
2024
Q4
$299K Buy
4,549
+1,662
+58% +$116K ﹤0.01% 1781
2024
Q3
$204K Buy
+2,887
New +$196K ﹤0.01% 1998

Other funds holding PHO

Avantax Advisory Services's PHO Position: Q2 2025 in Review

Avantax Advisory Services increased its Invesco Water Resources ETF (PHO) stake by 2.3% in Q2 2025, buying an estimated $6.64K and bringing the position to 4,474 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #1878.

Avantax Advisory Services first reported a position in PHO in Q3 2024 and has held it in 4 quarters since. 393 funds tracked by Wall St. Rank hold PHO as of Q2 2025.

  • Avantax Advisory Services held 4,474 shares of Invesco Water Resources ETF worth $313K as of Q2 2025.
  • Avantax Advisory Services bought 100 Invesco Water Resources ETF shares in Q2 2025, an estimated $6.64K.
  • Invesco Water Resources ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1878 holding.
  • Avantax Advisory Services first reported a position in Invesco Water Resources ETF in Q3 2024 and has held it in 4 quarters since.
  • 393 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.