Cerity Partners
PHO icon

Cerity Partners’s Invesco Water Resources ETF PHO Stock Holding History

Cerity Partners’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 		$3.89M Sell
58,147
-1,089
-2% -$77.5K 0.01% 1143
2025
Q4 		$4.17M Sell
59,236
-283
-0.5% -$20.4K 0.01% 1004
2025
Q3 		$4.29M Buy
59,519
+29
+0% +$2.08K 0.01% 927
2025
Q2 		$4.16M Buy
59,490
+1,274
+2% +$84.6K 0.01% 894
2025
Q1 		$3.76M Hold
58,216
– – 0.01% 843
2024
Q4 		$3.83M Buy
58,216
+1,374
+2% +$95.8K 0.01% 826
2024
Q3 		$4.01M Buy
56,842
+904
+2% +$61.4K 0.01% 801
2024
Q2 		$3.63M Sell
55,938
-549
-1% -$36.1K 0.01% 708
2024
Q1 		$3.76M Sell
56,487
-639
-1% -$39.7K 0.01% 748
2023
Q4 		$3.48M Buy
57,126
+12,336
+28% +$679K 0.01% 627
2023
Q3 		$2.38M Sell
44,790
-12,967
-22% -$728K 0.01% 540
2023
Q2 		$3.26M Sell
57,757
-1,525
-3% -$81.5K 0.01% 602
2023
Q1 		$3.15M Buy
59,282
+465
+0.8% +$24.6K 0.01% 590
2022
Q4 		$3.03M Buy
58,817
+52,144
+781% +$2.63M 0.02% 456
2022
Q3 		$305K Sell
6,673
-11,958
-64% -$597K ﹤0.01% 887
2022
Q2 		$861K Buy
18,631
+5,966
+47% +$291K 0.01% 592
2022
Q1 		$671K Buy
12,665
+174
+1% +$9.22K 0.01% 528
2021
Q4 		$759K Buy
+12,491
New +$726K 0.01% 488

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