Global Financial Private Client’s Invesco Water Resources ETF PHO Stock Holding History

Global Financial Private Client’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	-83	Closed	-$5.36K	–	1219
2025 Q1	$5.36K	Hold	83	–	–	﹤0.01%	668
2024 Q4	$5.46K	Hold	83	–	–	﹤0.01%	630
2024 Q3	$5.86K	Hold	83	–	–	﹤0.01%	623
2024 Q2	$5.39K	Hold	83	–	–	﹤0.01%	499
2024 Q1	$5.47K	Hold	83	–	–	﹤0.01%	513
2023 Q4	$5.05K	Hold	83	–	–	﹤0.01%	513
2023 Q3	$4.36K	Hold	83	–	–	﹤0.01%	512
2023 Q2	$4.67K	Hold	83	–	–	﹤0.01%	508
2023 Q1	$4.41K	Hold	83	–	–	﹤0.01%	515
2022 Q4	$4.28K	Hold	83	–	–	﹤0.01%	501
2022 Q3	$3.94K	Hold	83	–	–	﹤0.01%	486
2022 Q2	$3.9K	Buy	83 +50	+152%	+$2.44K	﹤0.01%	472
2022 Q1	$1.77K	Hold	33	–	–	﹤0.01%	544
2021 Q4	$2.01K	Hold	33	–	–	﹤0.01%	525
2021 Q3	$1.82K	Hold	33	–	–	﹤0.01%	480
2021 Q2	$1.78K	Hold	33	–	–	﹤0.01%	487
2021 Q1	$1.65K	Hold	33	–	–	﹤0.01%	453
2020 Q4	$1.53K	Hold	33	–	–	﹤0.01%	446
2020 Q3	$1.31K	Hold	33	–	–	﹤0.01%	427
2020 Q2	$1.19K	Hold	33	–	–	﹤0.01%	482
2020 Q1	$968	Hold	33	–	–	﹤0.01%	500
2019 Q4	$1.27K	Buy	+33	New	+$1.22K	﹤0.01%	509

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Global Financial Private Client's PHO Position: Q2 2025 in Review

Global Financial Private Client sold out of Invesco Water Resources ETF (PHO) in Q2 2025, closing a stake of 83 shares — an estimated $5.36K sold.

Global Financial Private Client first reported a position in PHO in Q4 2019 and held it in 22 quarters. The position peaked at $5.86K in Q3 2024. 394 funds tracked by Wall St. Rank hold PHO as of Q2 2025.

Global Financial Private Client reported no remaining Invesco Water Resources ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 83 Invesco Water Resources ETF shares in Q2 2025, an estimated $5.36K.
Global Financial Private Client first reported a position in Invesco Water Resources ETF in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's Invesco Water Resources ETF position peaked at $5.86K in Q3 2024.
394 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.