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

FSA 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 Q3	$128K	Hold	1,774	–	–	0.05%	76
2025 Q2	$124K	Hold	1,774	–	–	0.05%	77
2025 Q1	$114K	Sell	1,774 -415	-19%	-$27.6K	0.05%	76
2024 Q4	$144K	Sell	2,189 -414	-16%	-$28.9K	0.06%	67
2024 Q3	$184K	Buy	+2,603	New	+$177K	0.07%	62
2024 Q1	$173K	Sell	2,603 -109	-4%	-$6.77K	0.08%	56
2023 Q4	$165K	Buy	+2,712	New	+$149K	0.08%	56
2022 Q2	–	Sell	-3,382	Closed	-$206K	–	41
2022 Q1	$206K	Hold	3,382	–	–	0.12%	45
2021 Q4	$206K	Buy	+3,382	New	+$197K	0.12%	45
2021 Q1	–	Sell	-3,382	Closed	-$157K	–	192
2020 Q4	$157K	Buy	+3,382	New	+$148K	0.08%	63
2020 Q3	–	Sell	-3,582	Closed	-$130K	–	270
2020 Q2	$130K	Hold	3,582	–	–	0.09%	69
2020 Q1	$112K	Hold	3,582	–	–	0.09%	70
2019 Q4	$138K	Buy	+3,582	New	+$133K	0.1%	74

Other funds holding PHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GWM

Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

FSA Wealth Management's PHO Position: Q3 2025 in Review

FSA Wealth Management held its Invesco Water Resources ETF (PHO) position steady in Q3 2025 at 1,774 shares worth $128K. The position accounts for 0.05% of the portfolio, ranked #76.

FSA Wealth Management first reported a position in PHO in Q4 2019 and has held it in 13 quarters since. The position peaked at $206K in Q1 2022. 382 funds tracked by Wall St. Rank hold PHO as of Q3 2025.

FSA Wealth Management held 1,774 shares of Invesco Water Resources ETF worth $128K as of Q3 2025.
FSA Wealth Management left its Invesco Water Resources ETF share count unchanged in Q3 2025.
Invesco Water Resources ETF made up 0.05% of FSA Wealth Management's portfolio in Q3 2025, its #76 holding.
FSA Wealth Management first reported a position in Invesco Water Resources ETF in Q4 2019 and has held it in 13 quarters since.
FSA Wealth Management's Invesco Water Resources ETF position peaked at $206K in Q1 2022.
382 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.