Beaton Management Company’s Invesco Water Resources ETF PHO Stock Holding History

Beaton Management Company’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
2025 Q3	$255K	Hold
2025 Q2	$247K	Hold
2025 Q1	$228K	Hold
2024 Q4	$232K	Hold
2024 Q3	$249K	Hold
2024 Q2	$229K	Hold
2024 Q1	$235K	Hold
2023 Q4	$215K	Buy
2022 Q1	–	Sell
2021 Q4	$215K	Buy