Center for Financial Planning’s Invesco Water Resources ETF PHO Stock Holding History

Center for Financial Planning’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	$13.4K	Hold	200	–	–	﹤0.01%	461
2025 Q4	$14.1K	Hold	200	–	–	﹤0.01%	450
2025 Q3	$14.4K	Hold	200	–	–	﹤0.01%	460
2025 Q2	$14K	Hold	200	–	–	﹤0.01%	429
2025 Q1	$12.9K	Hold	200	–	–	﹤0.01%	443
2024 Q4	$13.2K	Hold	200	–	–	﹤0.01%	387
2024 Q3	$14.1K	Hold	200	–	–	﹤0.01%	367
2024 Q2	$13K	Hold	200	–	–	﹤0.01%	367
2024 Q1	$13.3K	Buy	+200	New	+$12.4K	﹤0.01%	372

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