Gerber LLC’s Invesco Water Resources ETF PHO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$548K Hold
7,835
0.39% 43
2025
Q1
$506K Hold
7,835
0.42% 41
2024
Q4
$515K Sell
7,835
-192
-2% -$12.6K 0.38% 41
2024
Q3
$566K Hold
8,027
0.42% 39
2024
Q2
$521K Sell
8,027
-386
-5% -$25.1K 0.41% 43
2024
Q1
$560K Sell
8,413
-4,155
-33% -$277K 0.47% 37
2023
Q4
$765K Buy
+12,568
New +$765K 0.69% 27