Eagle Bay Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Eagle Bay 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	-82	Closed	-$5.4K	–	727
2024 Q4	$5.4K	Hold	82	–	–	﹤0.01%	689
2024 Q3	$5.78K	Hold	82	–	–	﹤0.01%	951
2024 Q2	$5.31K	Hold	82	–	–	﹤0.01%	690
2024 Q1	$5.44K	Hold	82	–	–	﹤0.01%	701
2023 Q4	$4.97K	Hold	82	–	–	﹤0.01%	639
2023 Q3	$4.33K	Buy	82 +1	+1%	+$56	﹤0.01%	691
2023 Q2	$4.59K	Hold	81	–	–	﹤0.01%	678
2023 Q1	$4.33K	Hold	81	–	–	﹤0.01%	684
2022 Q4	$4.18K	Hold	81	–	–	﹤0.01%	695
2022 Q3	$4K	Hold	81	–	–	﹤0.01%	702
2022 Q2	$3.74K	Buy	+81	New	+$3.95K	﹤0.01%	766
2022 Q1	–	Sell	-81	Closed	-$5K	–	780
2021 Q4	$5K	Sell	81 -81	-50%	-$4.71K	﹤0.01%	797
2021 Q3	$8K	Buy	162 +81	+100%	+$4.6K	﹤0.01%	769
2021 Q2	$5K	Buy	+81	New	+$4.24K	﹤0.01%	750

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Eagle Bay Advisors's PHO Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Invesco Water Resources ETF (PHO) in Q1 2025, closing a stake of 82 shares — an estimated $5.4K sold.

Eagle Bay Advisors first reported a position in PHO in Q2 2021 and held it in 14 quarters. The position peaked at $8K in Q3 2021. 375 funds tracked by Wall St. Rank hold PHO as of Q1 2025.

Eagle Bay Advisors reported no remaining Invesco Water Resources ETF position as of Q1 2025 after selling out during the quarter.
Eagle Bay Advisors sold 82 Invesco Water Resources ETF shares in Q1 2025, an estimated $5.4K.
Eagle Bay Advisors first reported a position in Invesco Water Resources ETF in Q2 2021 and held it in 14 quarters.
Eagle Bay Advisors's Invesco Water Resources ETF position peaked at $8K in Q3 2021.
375 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.