Beese Fulmer Investment Management’s Invesco Water Resources ETF PHO Stock Holding History

Beese Fulmer Investment Management’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	$475K	Hold	7,100	–	–	0.03%	212
2025 Q4	$500K	Hold	7,100	–	–	0.03%	196
2025 Q3	$512K	Sell	7,100 -12	-0.2%	-$860	0.04%	183
2025 Q2	$497K	Buy	7,112 +179	+3%	+$11.9K	0.04%	180
2025 Q1	$447K	Buy	+6,933	New	+$461K	0.04%	166
2024 Q4	–	Sell	-3,033	Closed	-$214K	–	234
2024 Q3	$214K	Buy	+3,033	New	+$206K	0.02%	221
2024 Q2	–	Sell	-3,033	Closed	-$202K	–	230
2024 Q1	$202K	Buy	+3,033	New	+$188K	0.02%	219

Other funds holding PHO

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

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

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