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PHO icon

NewEdge Advisors’s Invesco Water Resources ETF PHO Stock Holding History

NewEdge 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 		$1.14M Sell
17,033
-3,800
-18% -$271K ﹤0.01% 1418
2025
Q4 		$1.47M Buy
20,833
+1,810
+10% +$130K 0.01% 1236
2025
Q3 		$1.37M Buy
19,023
+508
+3% +$36.4K 0.01% 1220
2025
Q2 		$1.29M Buy
18,515
+1,535
+9% +$102K 0.01% 1146
2025
Q1 		$1.1M Buy
16,980
+853
+5% +$56.8K 0.01% 1137
2024
Q4 		$1.06M Sell
16,127
-322
-2% -$22.4K 0.01% 1128
2024
Q3 		$1.16M Sell
16,449
-572
-3% -$38.8K 0.01% 1036
2024
Q2 		$1.1M Buy
17,021
+424
+3% +$27.9K 0.01% 1016
2024
Q1 		$1.1M Sell
16,597
-8,470
-34% -$526K 0.01% 957
2023
Q4 		$1.5M Sell
25,067
-2,763
-10% -$152K 0.01% 769
2023
Q3 		$1.48M Sell
27,830
-7,219
-21% -$405K 0.02% 698
2023
Q2 		$1.98M Sell
35,049
-1,461
-4% -$78.1K 0.02% 594
2023
Q1 		$1.95M Buy
36,510
+287
+0.8% +$15.2K 0.02% 547
2022
Q4 		$1.76M Buy
36,223
+29,416
+432% +$1.48M 0.05% 351
2022
Q3 		$311K Buy
6,807
+259
+4% +$12.9K 0.01% 1185
2022
Q2 		$303K Buy
+6,548
New +$319K 0.01% 1209
2022
Q1 		– Sell
-5,776
Closed -$352K – 1496
2021
Q4 		$352K Buy
+5,776
New +$336K 0.01% 1245

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