MF
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Montis Financial’s Invesco Water Resources ETF PHO Stock Holding History

Montis Financial’s Portfolio PHO Stock Details PHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$216K Sell
3,084
-297
-9% -$20.8K 0.06% 129
2025
Q1 		$218K Sell
3,381
-260
-7% -$16.8K 0.06% 137
2024
Q4 		$240K Buy
+3,641
New +$240K 0.07% 122