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

Golden State 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
2026 Q1	$14.8K	Hold	221	–	–	﹤0.01%	989
2025 Q4	$15.6K	Sell	221 -70	-24%	-$5.04K	﹤0.01%	986
2025 Q3	$21K	Sell	291 -27	-8%	-$1.93K	﹤0.01%	906
2025 Q2	$22.2K	Buy	318 +70	+28%	+$4.65K	﹤0.01%	861
2025 Q1	$16K	Hold	248	–	–	﹤0.01%	854
2024 Q4	$16.3K	Buy	+248	New	+$17.3K	﹤0.01%	818
2019 Q4	–	Sell	-482	Closed	-$18K	–	686
2019 Q3	$18K	Hold	482	–	–	0.01%	635
2019 Q2	$17K	Hold	482	–	–	0.01%	649
2019 Q1	$16K	Buy	+482	New	+$15.4K	0.01%	671

Other funds holding PHO

Bank of America

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 $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Raymond James Financial

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

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

PNC Financial Services Group

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