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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.05M	Sell	15,069 -14,931	-50%	-$1.04M	0.01%	693
2025 Q1	$1.94M	Buy	30,000 +14	+0%	+$903	0.02%	498
2024 Q4	$1.97M	Sell	29,986 -140	-0.5%	-$9.21K	0.03%	415
2024 Q3	$2.13M	Buy	+30,126	New	+$2.13M	0.03%	415