Kennebec Savings Bank’s Invesco Water Resources ETF PHO Stock Holding History

Kennebec Savings Bank’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	$20.2K	Sell	293 -427	-59%	-$28.8K	0.02%	214
2026 Q1	$48.1K	Sell	720 -161	-18%	-$11.5K	0.04%	141
2025 Q4	$62K	Sell	881 -32	-4%	-$2.31K	0.05%	126
2025 Q3	$65.8K	Buy	913 +7	+0.8%	+$501	0.06%	125
2025 Q2	$63.3K	Hold	906	–	–	0.06%	127
2025 Q1	$58.5K	Buy	906 +13	+1%	+$865	0.06%	131
2024 Q4	$58.4K	Buy	893 +48	+6%	+$3.35K	0.06%	130
2024 Q3	$59.6K	Buy	+845	New	+$57.4K	0.06%	140

Other funds holding PHO

Rockingstone Advisors Great Barrington, Massachusetts $249M AUM 31.06% 1-Year Est. Return

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