BCA
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Bay Colony Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Bay Colony Advisors’s Portfolio PHO Stock Details PHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,001
Closed -$211K – 524
2025
Q4 		$211K Sell
3,001
-1,551
-34% -$112K 0.03% 464
2025
Q3 		$328K Buy
+4,552
New +$326K 0.04% 373
2022
Q1 		– Sell
-3,789
Closed -$231K – 391
2021
Q4 		$231K Sell
3,789
-218
-5% -$12.7K 0.07% 313
2021
Q3 		$219K Sell
4,007
-472
-11% -$26.8K 0.07% 311
2021
Q2 		$240K Sell
4,479
-46
-1% -$2.41K 0.08% 300
2021
Q1 		$224K Sell
4,525
-1,015
-18% -$49.1K 0.09% 284
2020
Q4 		$257K Buy
5,540
+5
+0.1% +$219 0.14% 220
2020
Q3 		$220K Buy
+5,535
New +$217K 0.14% 212
2018
Q3 		– Sell
-216
Closed -$7K – 708
2018
Q2 		$7K Buy
+216
New +$6.6K ﹤0.01% 716

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return