Key Client Fiduciary Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Key Client Fiduciary 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 Q4	–	Sell	-3,081	Closed	-$222K	–	234
2025 Q3	$222K	Buy	3,081 +1	+0%	+$72	0.07%	196
2025 Q2	$215K	Buy	+3,080	New	+$204K	0.09%	186
2025 Q1	–	Sell	-3,080	Closed	-$203K	–	202
2024 Q4	$203K	Hold	3,080	–	–	0.09%	182
2024 Q3	$217K	Buy	+3,080	New	+$209K	0.1%	183
2024 Q2	–	Sell	-3,005	Closed	-$200K	–	196
2024 Q1	$200K	Buy	+3,005	New	+$187K	0.11%	177

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

SWM

Shepherd Wealth Management Cincinnati, Ohio $181M AUM 21.77% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Key Client Fiduciary Advisors's PHO Position: Q4 2025 in Review

Key Client Fiduciary Advisors sold out of Invesco Water Resources ETF (PHO) in Q4 2025, closing a stake of 3,081 shares — an estimated $222K sold.

Key Client Fiduciary Advisors first reported a position in PHO in Q1 2024 and held it in 5 quarters. The position peaked at $222K in Q3 2025. 380 funds tracked by Wall St. Rank hold PHO as of Q4 2025.

Key Client Fiduciary Advisors reported no remaining Invesco Water Resources ETF position as of Q4 2025 after selling out during the quarter.
Key Client Fiduciary Advisors sold 3,081 Invesco Water Resources ETF shares in Q4 2025, an estimated $222K.
Key Client Fiduciary Advisors first reported a position in Invesco Water Resources ETF in Q1 2024 and held it in 5 quarters.
Key Client Fiduciary Advisors's Invesco Water Resources ETF position peaked at $222K in Q3 2025.
380 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2025.

Based on Key Client Fiduciary Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.