Essex Financial Services’s Invesco Water Resources ETF PHO Stock Holding History

Essex Financial Services’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 Q2	$210K	Buy
2024 Q4	–	Sell
2024 Q3	$209K	Sell
2024 Q2	$259K	Buy
2024 Q1	$203K	Buy
2022 Q2	–	Sell
2022 Q1	$204K	Hold
2021 Q4	$235K	Hold
2021 Q3	$211K	Buy