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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$341K Buy
4,871
+390
+9% +$27.3K ﹤0.01% 1272
2025
Q1
$289K Sell
4,481
-1,202
-21% -$77.6K ﹤0.01% 1133
2024
Q4
$374K Sell
5,683
-5,548
-49% -$365K 0.01% 833
2024
Q3
$792K Sell
11,231
-2,785
-20% -$196K 0.02% 464
2024
Q2
$910K Buy
14,016
+2,211
+19% +$144K 0.02% 439
2024
Q1
$781K Buy
+11,805
New +$781K 0.02% 464