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

Crowley 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
2025
Q4 		– Sell
-1,550
Closed -$112K – 256
2025
Q3 		$112K Buy
1,550
+100
+7% +$7.16K 0.09% 105
2025
Q2 		$101K Buy
1,450
+150
+12% +$9.96K 0.09% 104
2025
Q1 		$83.9K Buy
1,300
+900
+225% +$59.9K 0.08% 107
2024
Q4 		$26.3K Buy
+400
New +$27.9K 0.02% 180

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
SWM
Shepherd Wealth Management Cincinnati, Ohio $181M AUM 21.77% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Crowley Wealth Management's PHO Position: Q4 2025 in Review

Crowley Wealth Management sold out of Invesco Water Resources ETF (PHO) in Q4 2025, closing a stake of 1,550 shares — an estimated $112K sold.

Crowley Wealth Management first reported a position in PHO in Q4 2024 and held it in 4 quarters. The position peaked at $112K in Q3 2025. 380 funds tracked by Wall St. Rank hold PHO as of Q4 2025.

  • Crowley Wealth Management reported no remaining Invesco Water Resources ETF position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 1,550 Invesco Water Resources ETF shares in Q4 2025, an estimated $112K.
  • Crowley Wealth Management first reported a position in Invesco Water Resources ETF in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Invesco Water Resources ETF position peaked at $112K in Q3 2025.
  • 380 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.