HBW
PHO icon

Hazlett, Burt & Watson’s Invesco Water Resources ETF PHO Stock Holding History

Hazlett, Burt & Watson’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 		$33K Buy
480
+92
+24% +$6.55K 0.01% 520
2025
Q4 		$27K Buy
388
+1
+0.3% +$72 0.01% 549
2025
Q3 		$28K Buy
387
+30
+8% +$2.15K 0.01% 510
2025
Q2 		$25K Buy
357
+1
+0.3% +$66 0.01% 466
2025
Q1 		$23K Hold
356
– – 0.01% 474
2024
Q4 		$24K Buy
356
+50
+16% +$3.49K 0.01% 447
2024
Q3 		$22K Buy
306
+1
+0.3% +$68 0.01% 454
2024
Q2 		$20K Buy
305
+250
+455% +$16.4K 0.01% 451
2024
Q1 		$4K Hold
55
– – ﹤0.01% 605
2023
Q4 		$3K Sell
55
-10
-15% -$551 ﹤0.01% 601
2023
Q3 		$4K Hold
65
– – ﹤0.01% 589
2023
Q2 		$4K Buy
+65
New +$3.48K ﹤0.01% 581
2023
Q1 		– Sell
-300
Closed -$15K – 672
2022
Q4 		$15K Hold
300
– – 0.01% 422
2022
Q3 		$14K Hold
300
– – 0.01% 421
2022
Q2 		$14K Hold
300
– – 0.01% 421
2022
Q1 		$16K Buy
+300
New +$15.9K 0.01% 418

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
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
PWM
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
AI
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