KKM Financial’s Invesco Water Resources ETF PHO Stock Holding History

KKM Financial’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 Q1	$240K	Hold	3,406	–	–	0.04%	160
2025 Q4	$240K	Sell	3,406 -778	-19%	-$56.1K	0.04%	160
2025 Q3	$302K	Buy	4,184 +581	+16%	+$41.6K	0.09%	118
2025 Q2	$252K	Hold	3,603	–	–	0.09%	140
2025 Q1	$232K	Sell	3,603 -1,179	-25%	-$78.4K	0.1%	138
2024 Q4	$315K	Hold	4,782	–	–	0.13%	121
2024 Q3	$337K	Buy	4,782 +245	+5%	+$16.6K	0.17%	110
2024 Q2	$296K	Buy	4,537 +48	+1%	+$3.16K	0.14%	124
2024 Q1	$299K	Hold	4,489	–	–	0.15%	121
2023 Q4	$273K	Buy	+4,489	New	+$247K	0.17%	106

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LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Raymond James Financial

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Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return