Modera Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History

Modera Wealth Management’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 Q3	$267K	Sell
2025 Q2	$266K	Hold
2025 Q1	$246K	Sell
2024 Q4	$280K	Sell
2024 Q3	$303K	Sell
2024 Q2	$293K	Sell
2024 Q1	$378K	Sell
2023 Q4	$361K	Hold
2023 Q3	$315K	Hold
2023 Q2	$334K	Buy