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Cardinal Point Capital Management’s Invesco Water Resources ETF PHO Stock Holding History

Cardinal Point Capital 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
2025
Q4 		– Sell
-5,216
Closed -$377K – 280
2025
Q3 		$377K Buy
+5,216
New +$374K 0.03% 182

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1832 Asset Management
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PWM
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cardinal Point Capital Management's PHO Position: Q4 2025 in Review

Cardinal Point Capital Management sold out of Invesco Water Resources ETF (PHO) in Q4 2025, closing a stake of 5,216 shares — an estimated $377K sold.

Cardinal Point Capital Management first reported a position in PHO in Q3 2025 and held it in 1 quarter. The position peaked at $377K in Q3 2025. 380 funds tracked by Wall St. Rank hold PHO as of Q4 2025.

  • Cardinal Point Capital Management reported no remaining Invesco Water Resources ETF position as of Q4 2025 after selling out during the quarter.
  • Cardinal Point Capital Management sold 5,216 Invesco Water Resources ETF shares in Q4 2025, an estimated $377K.
  • Cardinal Point Capital Management first reported a position in Invesco Water Resources ETF in Q3 2025 and held it in 1 quarter.
  • Cardinal Point Capital Management's Invesco Water Resources ETF position peaked at $377K in Q3 2025.
  • 380 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2025.

Based on Cardinal Point Capital Management's 13F filing for Q4 2025, filed 5 Feb 2026.