EP Wealth Advisors’s Invesco Water Resources ETF PHO Stock Holding History

EP Wealth Advisors’s Portfolio PHO Stock Details PHO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$126K	Buy
2020 Q3	–	Sell
2020 Q2	$405K	Sell
2020 Q1	$744K	Sell
2019 Q4	$921K	Buy