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Centricity Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History

Centricity Wealth 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
Q2 		$112K Hold
1,603
– – 0.09% 116
2025
Q1 		$103K Hold
1,603
– – 0.09% 115
2024
Q4 		$105K Buy
+1,603
New +$112K 0.1% 109

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GWM
Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Centricity Wealth Management's PHO Position: Q2 2025 in Review

Centricity Wealth Management held its Invesco Water Resources ETF (PHO) position steady in Q2 2025 at 1,603 shares worth $112K. The position accounts for 0.09% of the portfolio, ranked #116.

Centricity Wealth Management first reported a position in PHO in Q4 2024 and has held it in 3 quarters since. 394 funds tracked by Wall St. Rank hold PHO as of Q2 2025.

  • Centricity Wealth Management held 1,603 shares of Invesco Water Resources ETF worth $112K as of Q2 2025.
  • Centricity Wealth Management left its Invesco Water Resources ETF share count unchanged in Q2 2025.
  • Invesco Water Resources ETF made up 0.09% of Centricity Wealth Management's portfolio in Q2 2025, its #116 holding.
  • Centricity Wealth Management first reported a position in Invesco Water Resources ETF in Q4 2024 and has held it in 3 quarters since.
  • 394 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.