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Clarus Wealth Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Clarus Wealth Advisors’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
Q1 		– Sell
-8,097
Closed -$529K – 130
2024
Q4 		$529K Sell
8,097
-191
-2% -$13.3K 0.26% 77
2024
Q3 		$575K Sell
8,288
-105
-1% -$7.13K 0.29% 75
2024
Q2 		$543K Sell
8,393
-644
-7% -$42.4K 0.29% 74
2024
Q1 		$585K Sell
9,037
-307
-3% -$19.1K 0.33% 73
2023
Q4 		$552K Buy
+9,344
New +$515K 0.33% 70
2023
Q2 		$549K Sell
9,925
-408
-4% -$21.8K 0.33% 61
2023
Q1 		$533K Buy
10,333
+234
+2% +$12.4K 0.34% 60
2022
Q4 		$538K Buy
10,099
+1,190
+13% +$60K 0.35% 57
2022
Q3 		$415K Sell
8,909
-305
-3% -$15.2K 0.3% 67
2022
Q2 		$433K Buy
9,214
+492
+6% +$24K 0.3% 66
2022
Q1 		$457K Buy
8,722
+1,350
+18% +$71.5K 0.28% 61
2021
Q4 		$420K Sell
7,372
-538
-7% -$31.3K 0.24% 66
2021
Q3 		$437K Sell
7,910
-116
-1% -$6.58K 0.27% 66
2021
Q2 		$441K Buy
8,026
+916
+13% +$47.9K 0.28% 65
2021
Q1 		$361K Buy
7,110
+1,941
+38% +$93.9K 0.23% 90
2020
Q4 		$254K Sell
5,169
-118
-2% -$5.16K 0.17% 107
2020
Q3 		$215K Buy
+5,287
New +$207K 0.17% 112
2020
Q1 		– Sell
-5,373
Closed -$208K – 140
2019
Q4 		$208K Sell
5,373
-576
-10% -$21.4K 0.14% 129
2019
Q3 		$218K Buy
5,949
+573
+11% +$20.6K 0.16% 127
2019
Q2 		$191K Buy
+5,376
New +$184K 0.14% 113

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Clarus Wealth Advisors's PHO Position: Q1 2025 in Review

Clarus Wealth Advisors sold out of Invesco Water Resources ETF (PHO) in Q1 2025, closing a stake of 8,097 shares — an estimated $529K sold.

Clarus Wealth Advisors first reported a position in PHO in Q2 2019 and held it in 20 quarters. The position peaked at $585K in Q1 2024. 375 funds tracked by Wall St. Rank hold PHO as of Q1 2025.

  • Clarus Wealth Advisors reported no remaining Invesco Water Resources ETF position as of Q1 2025 after selling out during the quarter.
  • Clarus Wealth Advisors sold 8,097 Invesco Water Resources ETF shares in Q1 2025, an estimated $529K.
  • Clarus Wealth Advisors first reported a position in Invesco Water Resources ETF in Q2 2019 and held it in 20 quarters.
  • Clarus Wealth Advisors's Invesco Water Resources ETF position peaked at $585K in Q1 2024.
  • 375 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2025.

Based on Clarus Wealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.