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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
2026
Q1 		$495K Buy
7,144
+140
+2% +$9.97K 0.07% 35
2025
Q4 		$519K Buy
7,004
+275
+4% +$19.8K 0.08% 37
2025
Q3 		$485K Buy
6,729
+264
+4% +$18.9K 0.09% 37
2025
Q2 		$460K Sell
6,465
-170
-3% -$11.3K 0.09% 29
2025
Q1 		$428K Buy
6,635
+55
+0.8% +$3.66K 0.09% 29
2024
Q4 		$446K Buy
6,580
+480
+8% +$33.5K 0.09% 30
2024
Q3 		$432K Buy
6,100
+1,345
+28% +$91.3K 0.09% 33
2024
Q2 		$319K Buy
4,755
+260
+6% +$17.1K 0.08% 33
2024
Q1 		$296K Sell
4,495
-80
-2% -$4.97K 0.08% 31
2023
Q4 		$271K Buy
4,575
+425
+10% +$23.4K 0.09% 53
2023
Q3 		$221K Buy
4,150
+378
+10% +$21.2K 0.08% 55
2023
Q2 		$220K Buy
+3,772
New +$202K 0.08% 65
2017
Q4 		– Sell
-93
Closed – – 323
2017
Q3 		$0 Buy
+93
New +$2.54K ﹤0.01% 534

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return