Integrated Wealth Concepts’s Invesco Water Resources ETF PHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.04M | Buy |
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|
2025
Q2 | $957K | Buy |
|
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|
2025
Q1 | $740K | Sell |
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|
2024
Q4 | $806K | Buy |
|
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|
2024
Q3 | $809K | Sell |
|
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|
2024
Q2 | $790K | Buy |
|
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|
2024
Q1 | $682K | Buy |
|
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|
2023
Q4 | $616K | Sell |
|
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|
2023
Q3 | $550K | Buy |
|
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|
2023
Q2 | $547K | Buy |
|
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|
2023
Q1 | $480K | Buy |
|
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|
2022
Q4 | $353K | Buy |
|
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|
2022
Q3 | $300K | Buy |
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|
2022
Q2 | $271K | Buy |
|
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|
2022
Q1 | $273K | Sell |
|
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|
2021
Q4 | $315K | Buy |
|