Mountain Capital Investment Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Mountain Capital Investment 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	$460K	Sell
2025 Q1	$428K	Buy
2024 Q4	$446K	Buy
2024 Q3	$432K	Buy
2024 Q2	$319K	Buy
2024 Q1	$296K	Sell
2023 Q4	$271K	Buy
2023 Q3	$221K	Buy
2023 Q2	$220K	Buy
2017 Q4	–	Sell
2017 Q3	$0	Buy