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

Leavell 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
2026
Q1 		– Sell
-2,930
Closed -$206K – 616
2025
Q4 		$206K Hold
2,930
– – 0.01% 571
2025
Q3 		$211K Hold
2,930
– – 0.01% 568
2025
Q2 		$205K Sell
2,930
-201
-6% -$13.3K 0.01% 562
2025
Q1 		$202K Buy
3,131
+1
+0% +$67 0.01% 543
2024
Q4 		$206K Hold
3,130
– – 0.01% 522
2024
Q3 		$221K Hold
3,130
– – 0.01% 506
2024
Q2 		$203K Hold
3,130
– – 0.01% 492
2024
Q1 		$208K Buy
+3,130
New +$194K 0.01% 466

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