Financial Network Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History

Financial Network 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 Q1	$51K	Buy	+800	New	+$53.2K	0.02%	221

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

Financial Network Wealth Management's PHO Position: Q1 2025 in Review

Financial Network Wealth Management opened a new position in Invesco Water Resources ETF (PHO) in Q1 2025: 800 shares worth $51K. The stake represents 0.02% of the portfolio and ranks #221 among its holdings.

375 funds tracked by Wall St. Rank hold PHO as of Q1 2025.

Financial Network Wealth Management held 800 shares of Invesco Water Resources ETF worth $51K as of Q1 2025.
Invesco Water Resources ETF was a new Financial Network Wealth Management position in Q1 2025.
Invesco Water Resources ETF made up 0.02% of Financial Network Wealth Management's portfolio in Q1 2025, its #221 holding.
375 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2025.

Based on Financial Network Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.