NP
PHO icon

Nilsine Partners’s Invesco Water Resources ETF PHO Stock Holding History

Nilsine Partners’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
2025
Q4 		– Sell
-20,428
Closed -$1.47M – 420
2025
Q3 		$1.47M Sell
20,428
-837
-4% -$60K 0.13% 160
2025
Q2 		$1.49M Buy
21,265
+108
+0.5% +$7.17K 0.15% 148
2025
Q1 		$1.37M Sell
21,157
-2,286
-10% -$152K 0.15% 140
2024
Q4 		$1.54M Sell
23,443
-944
-4% -$65.8K 0.17% 135
2024
Q3 		$1.72M Buy
24,387
+491
+2% +$33.3K 0.22% 110
2024
Q2 		$1.55M Buy
23,896
+420
+2% +$27.6K 0.21% 122
2024
Q1 		$1.56M Sell
23,476
-366
-2% -$22.7K 0.21% 121
2023
Q4 		$1.45M Sell
23,842
-379
-2% -$20.9K 0.22% 117
2023
Q3 		$1.29M Buy
24,221
+340
+1% +$19.1K 0.19% 129
2023
Q2 		$1.35M Sell
23,881
-396
-2% -$21.2K 0.2% 129
2023
Q1 		$1.3M Buy
+24,277
New +$1.29M 0.2% 128

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
SWM
Shepherd Wealth Management Cincinnati, Ohio $134M AUM 45.23% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 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