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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 		$146 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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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 $173B AUM 20.72% 1-Year Est. Return