Global Wealth Strategies & Associates’s Invesco Water Resources ETF PHO Stock Holding History

Global Wealth Strategies & Associates’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	-143	Closed	-$9.23K	–	436
2025 Q1	$9.23K	Hold	143	–	–	﹤0.01%	272
2024 Q4	$9.41K	Hold	143	–	–	﹤0.01%	227
2024 Q3	$10.1K	Hold	143	–	–	﹤0.01%	196
2024 Q2	$9.28K	Hold	143	–	–	﹤0.01%	181
2024 Q1	$9.52K	Hold	143	–	–	﹤0.01%	182
2023 Q4	$8.7K	Hold	143	–	–	﹤0.01%	176
2023 Q3	$7.61K	Hold	143	–	–	﹤0.01%	181
2023 Q2	$8.06K	Buy	+143	New	+$7.64K	﹤0.01%	182

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 Wealth Strategies & Associates's PHO Position: Q2 2025 in Review

Global Wealth Strategies & Associates sold out of Invesco Water Resources ETF (PHO) in Q2 2025, closing a stake of 143 shares — an estimated $9.23K sold.

Global Wealth Strategies & Associates first reported a position in PHO in Q2 2023 and held it in 8 quarters. The position peaked at $10.1K in Q3 2024. 394 funds tracked by Wall St. Rank hold PHO as of Q2 2025.

Global Wealth Strategies & Associates reported no remaining Invesco Water Resources ETF position as of Q2 2025 after selling out during the quarter.
Global Wealth Strategies & Associates sold 143 Invesco Water Resources ETF shares in Q2 2025, an estimated $9.23K.
Global Wealth Strategies & Associates first reported a position in Invesco Water Resources ETF in Q2 2023 and held it in 8 quarters.
Global Wealth Strategies & Associates's Invesco Water Resources ETF position peaked at $10.1K in Q3 2024.
394 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2025, filed 7 Jul 2025.