Byrne Asset Management’s Invesco Water Resources ETF PHO Stock Holding History

Byrne Asset 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 Q2	$51.8K	Hold	750	–	–	0.03%	286
2026 Q1	$50.1K	Hold	750	–	–	0.03%	281
2025 Q4	$52.8K	Hold	750	–	–	0.03%	271
2025 Q3	$54.1K	Sell	750 -40	-5%	-$2.87K	0.03%	223
2025 Q2	$55.2K	Hold	790	–	–	0.04%	205
2025 Q1	$51K	Hold	790	–	–	0.04%	204
2024 Q4	$52K	Hold	790	–	–	0.04%	191
2024 Q3	$55.7K	Hold	790	–	–	0.04%	189
2024 Q2	$51.4K	Hold	790	–	–	0.04%	193
2024 Q1	$52.6K	Sell	790 -110	-12%	-$6.83K	0.04%	196
2023 Q4	$55.2K	Hold	900	–	–	0.04%	192
2023 Q3	$48K	Buy	+900	New	+$50.5K	0.04%	191
2023 Q2	–	Sell	-900	Closed	-$48.1K	–	241
2023 Q1	$48K	Hold	900	–	–	0.03%	228
2022 Q4	$46.4K	Hold	900	–	–	0.03%	233
2022 Q3	$41K	Hold	900	–	–	0.03%	222
2022 Q2	$42K	Hold	900	–	–	0.03%	208
2022 Q1	$48K	Hold	900	–	–	0.03%	214
2021 Q4	$55K	Buy	+900	New	+$52.3K	0.04%	211

Other funds holding PHO

Rockingstone Advisors Great Barrington, Massachusetts $249M AUM 31.06% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Gouws Capital LLC Charlotte, North Carolina $215M AUM 43.89% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

First City Capital Management Savannah, Georgia $206M AUM 26.13% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return