Gouws Capital LLC’s Invesco Water Resources ETF PHO Stock Holding History

Gouws Capital LLC’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 Q2	$1.11M	Hold	16,000	–	–	0.51%	27
2026 Q1	$1.07M	Hold	16,000	–	–	0.57%	28
2025 Q4	$1.13M	Hold	16,000	–	–	0.6%	29
2025 Q3	$1.15M	Hold	16,000	–	–	0.63%	28
2025 Q2	$1.12M	Hold	16,000	–	–	0.68%	28
2025 Q1	$1.03M	Hold	16,000	–	–	0.68%	28
2024 Q4	$1.05M	Hold	16,000	–	–	0.72%	24
2024 Q3	$1.13M	Hold	16,000	–	–	0.76%	23
2024 Q2	$1.04M	Hold	16,000	–	–	0.74%	23
2024 Q1	$1.07M	Hold	16,000	–	–	0.81%	23
2023 Q4	$974K	Hold	16,000	–	–	0.79%	23
2023 Q3	$851K	Hold	16,000	–	–	0.72%	26
2023 Q2	$902K	Hold	16,000	–	–	0.74%	26
2023 Q1	$854K	Hold	16,000	–	–	0.76%	27
2022 Q4	$825K	Hold	16,000	–	–	0.78%	27
2022 Q3	$732K	Hold	16,000	–	–	0.73%	26
2022 Q2	$740K	Hold	16,000	–	–	0.7%	28
2022 Q1	$848K	Sell	16,000 -8,000	-33%	-$424K	0.69%	28
2021 Q4	$1.46M	Buy	+24,000	New	+$1.4M	1.18%	25

Other funds holding PHO

Rockingstone Advisors Great Barrington, Massachusetts $249M AUM 31.06% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

First City Capital Management Savannah, Georgia $206M AUM 26.13% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return