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

Icon 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 Q1	–	Sell	-1,703	Closed	-$112K	–	522
2024 Q4	$112K	Hold	1,703	–	–	0.01%	485
2024 Q3	$120K	Hold	1,703	–	–	0.01%	439
2024 Q2	$119K	Hold	1,703	–	–	0.01%	405
2024 Q1	$113K	Hold	1,703	–	–	0.01%	446
2023 Q4	$104K	Buy	+1,703	New	+$93.8K	0.01%	425

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

Icon Wealth Advisors's PHO Position: Q1 2025 in Review

Icon Wealth Advisors sold out of Invesco Water Resources ETF (PHO) in Q1 2025, closing a stake of 1,703 shares — an estimated $112K sold.

Icon Wealth Advisors first reported a position in PHO in Q4 2023 and held it in 5 quarters. The position peaked at $120K in Q3 2024. 374 funds tracked by Wall St. Rank hold PHO as of Q1 2025.

Icon Wealth Advisors reported no remaining Invesco Water Resources ETF position as of Q1 2025 after selling out during the quarter.
Icon Wealth Advisors sold 1,703 Invesco Water Resources ETF shares in Q1 2025, an estimated $112K.
Icon Wealth Advisors first reported a position in Invesco Water Resources ETF in Q4 2023 and held it in 5 quarters.
Icon Wealth Advisors's Invesco Water Resources ETF position peaked at $120K in Q3 2024.
374 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2025.

Based on Icon Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.