MFG
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Merit Financial Group’s Invesco Water Resources ETF PHO Stock Holding History

Merit Financial Group’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 		$238K Sell
3,557
-461
-11% -$32.8K ﹤0.01% 1806
2025
Q4 		$283K Sell
4,018
-584
-13% -$42.1K ﹤0.01% 1592
2025
Q3 		$332K Sell
4,602
-269
-6% -$19.3K ﹤0.01% 1384
2025
Q2 		$341K Buy
4,871
+390
+9% +$25.9K ﹤0.01% 1273
2025
Q1 		$289K Sell
4,481
-1,202
-21% -$80K ﹤0.01% 1135
2024
Q4 		$374K Sell
5,683
-5,548
-49% -$387K 0.01% 834
2024
Q3 		$792K Sell
11,231
-2,785
-20% -$189K 0.02% 465
2024
Q2 		$910K Buy
14,016
+2,211
+19% +$145K 0.02% 440
2024
Q1 		$781K Buy
+11,805
New +$734K 0.02% 465

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AI
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