Grey Fox Wealth Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Grey Fox Wealth Advisors’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 Q4	–	Sell	-1,094	Closed	-$78.9K	–	471
2025 Q3	$78.9K	Buy	+1,094	New	+$78.4K	0.02%	212

Other funds holding PHO

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 $377B AUM 19.32% 1-Year Est. Return

SWM

Shepherd Wealth Management Cincinnati, Ohio $134M AUM 45.23% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PWM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Grey Fox Wealth Advisors's PHO Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Invesco Water Resources ETF (PHO) in Q4 2025, closing a stake of 1,094 shares — an estimated $78.9K sold.

Grey Fox Wealth Advisors first reported a position in PHO in Q3 2025 and held it in 1 quarter. The position peaked at $78.9K in Q3 2025. 378 funds tracked by Wall St. Rank hold PHO as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining Invesco Water Resources ETF position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 1,094 Invesco Water Resources ETF shares in Q4 2025, an estimated $78.9K.
Grey Fox Wealth Advisors first reported a position in Invesco Water Resources ETF in Q3 2025 and held it in 1 quarter.
Grey Fox Wealth Advisors's Invesco Water Resources ETF position peaked at $78.9K in Q3 2025.
378 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.