Live Oak Investment Partners’s Invesco Water Resources ETF PHO Stock Holding History

Live Oak Investment Partners’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
2024 Q4	–	Hold	0	–	–	–	98
2024 Q3	–	Hold	0	–	–	–	91
2024 Q2	–	Hold	0	–	–	–	87
2023 Q4	–	Hold	0	–	–	–	93
2023 Q3	–	Hold	0	–	–	–	100
2023 Q2	–	Hold	0	–	–	–	128
2023 Q1	–	Hold	0	–	–	–	126
2022 Q4	–	Hold	0	–	–	–	126

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial

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1832 Asset Management

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HighTower Advisors

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Royal Bank of Canada

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

PNC Financial Services Group

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return