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McClarren Financial Advisors’s Invesco Water Resources ETF PHO Stock Holding History

McClarren Financial 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
Q2 		– Sell
-604
Closed -$48K – 234
2025
Q1 		$48K Sell
604
-151
-20% -$10K 0.03% 136
2024
Q4 		$49K Buy
755
+79
+12% +$5.51K 0.14% 84
2024
Q3 		$146K Buy
676
+547
+424% +$37.1K 0.02% 86
2024
Q2 		$71K Sell
129
-973
-88% -$64K 0.05% 123
2024
Q1 		$74K Buy
1,102
+2
+0.2% +$124 0.05% 118
2023
Q4 		$67K Buy
1,100
+3
+0.3% +$165 0.05% 131
2023
Q3 		$57K Hold
1,097
– – 0.05% 131
2023
Q2 		$61K Buy
1,097
+3
+0.3% +$160 0.05% 138
2023
Q1 		$57K Buy
1,094
+1
+0.1% +$53 0.05% 131
2022
Q4 		$56K Buy
1,093
+3
+0.3% +$151 0.05% 135
2022
Q3 		$49K Buy
+1,090
New +$54.4K 0.05% 129

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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
GWM
Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

McClarren Financial Advisors's PHO Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Invesco Water Resources ETF (PHO) in Q2 2025, closing a stake of 604 shares — an estimated $48K sold.

McClarren Financial Advisors first reported a position in PHO in Q3 2022 and held it in 11 quarters. The position peaked at $146K in Q3 2024. 394 funds tracked by Wall St. Rank hold PHO as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Invesco Water Resources ETF position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 604 Invesco Water Resources ETF shares in Q2 2025, an estimated $48K.
  • McClarren Financial Advisors first reported a position in Invesco Water Resources ETF in Q3 2022 and held it in 11 quarters.
  • McClarren Financial Advisors's Invesco Water Resources ETF position peaked at $146K in Q3 2024.
  • 394 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.