Hanson & Doremus Investment Management’s Invesco Water Resources ETF PHO Stock Holding History

Hanson & Doremus Investment 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
2025 Q1	–	Sell	-120	Closed	-$8K	–	488
2024 Q4	$8K	Hold	120	–	–	﹤0.01%	425
2024 Q3	$8K	Hold	120	–	–	﹤0.01%	407
2024 Q2	$8K	Hold	120	–	–	﹤0.01%	422
2024 Q1	$8K	Buy	+120	New	+$7.46K	﹤0.01%	419
2022 Q4	–	Sell	-1,969	Closed	-$90K	–	555
2022 Q3	$90K	Hold	1,969	–	–	0.02%	239
2022 Q2	$91K	Buy	1,969 +1,102	+127%	+$53.7K	0.02%	250
2022 Q1	$46K	Hold	867	–	–	0.01%	319
2021 Q4	$53K	Hold	867	–	–	0.01%	299
2021 Q3	$47K	Buy	+867	New	+$49.2K	0.01%	301

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Hanson & Doremus Investment Management's PHO Position: Q1 2025 in Review

Hanson & Doremus Investment Management sold out of Invesco Water Resources ETF (PHO) in Q1 2025, closing a stake of 120 shares — an estimated $8K sold.

Hanson & Doremus Investment Management first reported a position in PHO in Q3 2021 and held it in 9 quarters. The position peaked at $91K in Q2 2022. 375 funds tracked by Wall St. Rank hold PHO as of Q1 2025.

Hanson & Doremus Investment Management reported no remaining Invesco Water Resources ETF position as of Q1 2025 after selling out during the quarter.
Hanson & Doremus Investment Management sold 120 Invesco Water Resources ETF shares in Q1 2025, an estimated $8K.
Hanson & Doremus Investment Management first reported a position in Invesco Water Resources ETF in Q3 2021 and held it in 9 quarters.
Hanson & Doremus Investment Management's Invesco Water Resources ETF position peaked at $91K in Q2 2022.
375 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2025.

Based on Hanson & Doremus Investment Management's 13F filing for Q1 2025, filed 17 Apr 2025.