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

JFS 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
2026 Q2	$210K	Hold	3,035	–	–	0.01%	328
2026 Q1	$203K	Buy	3,035 +1	+0%	+$71	0.01%	326
2025 Q4	$214K	Hold	3,034	–	–	0.01%	310
2025 Q3	$219K	Hold	3,034	–	–	0.01%	314
2025 Q2	$212K	Sell	3,034 -1,430	-32%	-$94.9K	0.01%	295
2025 Q1	$288K	Sell	4,464 -201	-4%	-$13.4K	0.02%	263
2024 Q4	$307K	Sell	4,665 -106	-2%	-$7.39K	0.02%	248
2024 Q3	$337K	Buy	4,771 +951	+25%	+$64.6K	0.02%	239
2024 Q2	$248K	Buy	3,820 +586	+18%	+$38.6K	0.02%	218
2024 Q1	$215K	Hold	3,234	–	–	0.02%	240
2023 Q4	$197K	Hold	3,234	–	–	0.02%	239
2023 Q3	$172K	Buy	3,234 +1	+0%	+$56	0.02%	235
2023 Q2	$182K	Hold	3,233	–	–	0.02%	229
2023 Q1	$172K	Hold	3,233	–	–	0.02%	228
2022 Q4	$167K	Sell	3,233 -60	-2%	-$3.03K	0.02%	230
2022 Q3	$151K	Buy	3,293 +210	+7%	+$10.5K	0.02%	245
2022 Q2	$142K	Hold	3,083	–	–	0.02%	250
2022 Q1	$163K	Hold	3,083	–	–	0.02%	245
2021 Q4	$188K	Hold	3,083	–	–	0.02%	232
2021 Q3	$169K	Buy	+3,083	New	+$175K	0.02%	237

Other funds holding PHO

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Gouws Capital LLC Charlotte, North Carolina $215M AUM 43.89% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

First City Capital Management Savannah, Georgia $206M AUM 26.13% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return