Kestra Investment Management
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Kestra Investment Management’s Invesco Water Resources ETF PHO Stock Holding History

Kestra Investment Management’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
-565
Closed -$37.2K – 1279
2024
Q4 		$37.2K Buy
+565
New +$39.4K ﹤0.01% 605

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UBS Group
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1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
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

Kestra Investment Management's PHO Position: Q1 2025 in Review

Kestra Investment Management sold out of Invesco Water Resources ETF (PHO) in Q1 2025, closing a stake of 565 shares — an estimated $37.2K sold.

Kestra Investment Management first reported a position in PHO in Q4 2024 and held it in 1 quarter. The position peaked at $37.2K in Q4 2024. 375 funds tracked by Wall St. Rank hold PHO as of Q1 2025.

  • Kestra Investment Management reported no remaining Invesco Water Resources ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 565 Invesco Water Resources ETF shares in Q1 2025, an estimated $37.2K.
  • Kestra Investment Management first reported a position in Invesco Water Resources ETF in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's Invesco Water Resources ETF position peaked at $37.2K in Q4 2024.
  • 375 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.