EWM
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Evermay Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History

Evermay 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
Q2 		– Sell
-107
Closed -$6.9K – 596
2025
Q1 		$6.9K Hold
107
– – ﹤0.01% 470
2024
Q4 		$7.04K Hold
107
– – ﹤0.01% 472
2024
Q3 		$7.55K Hold
107
– – ﹤0.01% 478
2024
Q2 		$6.95K Buy
+107
New +$7.04K ﹤0.01% 479

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Evermay Wealth Management's PHO Position: Q2 2025 in Review

Evermay Wealth Management sold out of Invesco Water Resources ETF (PHO) in Q2 2025, closing a stake of 107 shares — an estimated $6.9K sold.

Evermay Wealth Management first reported a position in PHO in Q2 2024 and held it in 4 quarters. The position peaked at $7.55K in Q3 2024. 394 funds tracked by Wall St. Rank hold PHO as of Q2 2025.

  • Evermay Wealth Management reported no remaining Invesco Water Resources ETF position as of Q2 2025 after selling out during the quarter.
  • Evermay Wealth Management sold 107 Invesco Water Resources ETF shares in Q2 2025, an estimated $6.9K.
  • Evermay Wealth Management first reported a position in Invesco Water Resources ETF in Q2 2024 and held it in 4 quarters.
  • Evermay Wealth Management's Invesco Water Resources ETF position peaked at $7.55K in Q3 2024.
  • 394 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2025.

Based on Evermay Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.