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

Cherry Tree 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
2026 Q1	$67K	Hold	1,002	–	–	0.01%	246
2025 Q4	$70.6K	Hold	1,002	–	–	0.01%	241
2025 Q3	$72.3K	Hold	1,002	–	–	0.02%	238
2025 Q2	$70K	Hold	1,002	–	–	0.02%	239
2025 Q1	$64.7K	Hold	1,002	–	–	0.02%	242
2024 Q4	$65.9K	Hold	1,002	–	–	0.02%	237
2024 Q3	$70.7K	Hold	1,002	–	–	0.02%	240
2024 Q2	$65K	Hold	1,002	–	–	0.02%	240
2024 Q1	$66.7K	Hold	1,002	–	–	0.02%	236
2023 Q4	$61K	Hold	1,002	–	–	0.02%	229
2023 Q3	$53.3K	Hold	1,002	–	–	0.02%	229
2023 Q2	$56.5K	Buy	+1,002	New	+$53.6K	0.02%	221

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