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Colonial Trust Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Colonial Trust 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
2026
Q1 		$7.69K Hold
115
– – ﹤0.01% 567
2025
Q4 		$8.1K Hold
115
– – ﹤0.01% 532
2025
Q3 		$8.29K Hold
115
– – ﹤0.01% 518
2025
Q2 		$8.04K Hold
115
– – ﹤0.01% 537
2025
Q1 		$7.42K Hold
115
– – ﹤0.01% 528
2024
Q4 		$7.57K Hold
115
– – ﹤0.01% 519
2024
Q3 		$8.11K Hold
115
– – ﹤0.01% 561
2024
Q2 		$7.46K Hold
115
– – ﹤0.01% 560
2024
Q1 		$7.66K Hold
115
– – ﹤0.01% 645
2023
Q4 		$7K Hold
115
– – ﹤0.01% 559
2023
Q3 		$6.12K Hold
115
– – ﹤0.01% 578
2023
Q2 		$6.49K Hold
115
– – ﹤0.01% 588
2023
Q1 		$6.13K Hold
115
– – ﹤0.01% 587
2022
Q4 		$5.93K Buy
+115
New +$5.8K ﹤0.01% 590

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
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
PWM
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
AI
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