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

Nations Financial Group’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 		$555K Sell
8,297
-127
-2% -$9.04K 0.03% 516
2025
Q4 		$593K Buy
8,424
+280
+3% +$20.2K 0.03% 479
2025
Q3 		$587K Buy
8,144
+175
+2% +$12.5K 0.04% 451
2025
Q2 		$557K Buy
7,969
+229
+3% +$15.2K 0.04% 430
2025
Q1 		$499K Buy
7,740
+602
+8% +$40.1K 0.04% 425
2024
Q4 		$470K Buy
7,138
+324
+5% +$22.6K 0.03% 448
2024
Q3 		$481K Buy
6,814
+26
+0.4% +$1.77K 0.03% 444
2024
Q2 		$441K Buy
6,788
+128
+2% +$8.42K 0.04% 443
2024
Q1 		$443K Buy
6,660
+859
+15% +$53.4K 0.04% 441
2023
Q4 		$353K Sell
5,801
-3
-0.1% -$165 0.03% 477
2023
Q3 		$309K Buy
5,804
+601
+12% +$33.7K 0.03% 489
2023
Q2 		$293K Buy
5,203
+1,128
+28% +$60.3K 0.03% 503
2023
Q1 		$217K Buy
+4,075
New +$216K 0.02% 558

Other funds holding PHO

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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UBS Group
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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