CX Institutional’s Invesco Water Resources ETF PHO Stock Holding History

CX Institutional’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	-1,001	Closed	-$72K	–	1578
2025 Q3	$72K	Buy	1,001 +1	+0.1%	+$72	﹤0.01%	879
2025 Q2	$70K	Hold	1,000	–	–	﹤0.01%	812
2025 Q1	$65K	Buy	+1,000	New	+$66.5K	﹤0.01%	802
2022 Q3	–	Sell	-2,115	Closed	-$98K	–	954
2022 Q2	$98K	Buy	+2,115	New	+$103K	0.01%	552

Other funds holding PHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CX Institutional's PHO Position: Q4 2025 in Review

CX Institutional sold out of Invesco Water Resources ETF (PHO) in Q4 2025, closing a stake of 1,001 shares — an estimated $72K sold.

CX Institutional first reported a position in PHO in Q2 2022 and held it in 4 quarters. The position peaked at $98K in Q2 2022. 380 funds tracked by Wall St. Rank hold PHO as of Q4 2025.

CX Institutional reported no remaining Invesco Water Resources ETF position as of Q4 2025 after selling out during the quarter.
CX Institutional sold 1,001 Invesco Water Resources ETF shares in Q4 2025, an estimated $72K.
CX Institutional first reported a position in Invesco Water Resources ETF in Q2 2022 and held it in 4 quarters.
CX Institutional's Invesco Water Resources ETF position peaked at $98K in Q2 2022.
380 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2025.

Based on CX Institutional's 13F filing for Q4 2025, filed 2 Feb 2026.