NW
PHO icon

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

NewEdge Wealth’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 		$745K Hold
11,147
– – 0.01% 703
2025
Q4 		$785K Hold
11,147
– – 0.01% 699
2025
Q3 		$805K Sell
11,147
-2,238
-17% -$160K 0.01% 616
2025
Q2 		$957K Hold
13,385
– – 0.02% 542
2025
Q1 		$864K Sell
13,385
-2,307
-15% -$154K 0.02% 505
2024
Q4 		$1.03M Hold
15,692
– – 0.02% 474
2024
Q3 		$1.11M Hold
15,692
– – 0.02% 453
2024
Q2 		$1.02M Hold
15,692
– – 0.02% 417
2024
Q1 		$1.03M Sell
15,692
-1
-0% -$62 0.02% 421
2023
Q4 		$955K Sell
15,693
-499
-3% -$27.5K 0.02% 408
2023
Q3 		$861K Buy
+16,192
New +$909K 0.03% 376

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