Lido Advisors
PHO icon

Lido Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Lido 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
2026
Q1 		$234K Buy
+3,502
New +$249K ﹤0.01% 1700
2025
Q3 		– Sell
-4,682
Closed -$327K – 1883
2025
Q2 		$327K Buy
4,682
+92
+2% +$6.11K ﹤0.01% 1294
2025
Q1 		$296K Sell
4,590
-26
-0.6% -$1.73K ﹤0.01% 1218
2024
Q4 		$304K Sell
4,616
-486
-10% -$33.9K ﹤0.01% 1206
2024
Q3 		$360K Sell
5,102
-119
-2% -$8.08K ﹤0.01% 1087
2024
Q2 		$339K Buy
5,221
+409
+8% +$26.9K ﹤0.01% 1065
2024
Q1 		$320K Sell
4,812
-299
-6% -$18.6K ﹤0.01% 1060
2023
Q4 		$311K Sell
5,111
-142
-3% -$7.82K ﹤0.01% 1021
2023
Q3 		$279K Sell
5,253
-45
-0.8% -$2.52K ﹤0.01% 947
2023
Q2 		$299K Buy
5,298
+61
+1% +$3.26K ﹤0.01% 935
2023
Q1 		$279K Buy
5,237
+83
+2% +$4.4K ﹤0.01% 891
2022
Q4 		$266K Buy
+5,154
New +$260K ﹤0.01% 824

Other funds holding PHO

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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UBS Group
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
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AI
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