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New England Capital Financial Advisors’s Invesco Water Resources ETF PHO Stock Holding History

New England Capital Financial 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 		$18.3K Buy
274
+1
+0.4% +$71 0.01% 204
2025
Q4 		$19.3K Hold
273
– – 0.01% 203
2025
Q3 		$19.7K Hold
273
– – 0.01% 191
2025
Q2 		$19.1K Buy
273
+1
+0.4% +$66 0.01% 186
2025
Q1 		$17.6K Hold
272
– – 0.01% 188
2024
Q4 		$17.9K Hold
272
– – 0.01% 191
2024
Q3 		$19.2K Buy
272
+1
+0.4% +$68 0.01% 182
2024
Q2 		$17.6K Hold
271
– – 0.01% 189
2024
Q1 		$18K Hold
271
– – 0.01% 187
2023
Q4 		$16.5K Buy
271
+1
+0.4% +$55 0.01% 192
2023
Q3 		$14.4K Hold
270
– – 0.01% 198
2023
Q2 		$15.2K Buy
+270
New +$14.4K 0.01% 188

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UBS Group
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1832 Asset Management
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PWM
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Raymond James Financial
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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