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Private Wealth Advisors (California)’s Invesco Water Resources ETF PHO Stock Holding History

Private Wealth Advisors (California)’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
Q2 		– Sell
-21,540
Closed -$1.39M – 88
2025
Q1 		$1.39M Buy
21,540
+197
+0.9% +$13.1K 0.5% 46
2024
Q4 		$1.4M Buy
21,343
+8
+0% +$558 0.55% 45
2024
Q3 		$1.49M Buy
21,335
+291
+1% +$19.8K 0.57% 45
2024
Q2 		$1.34M Buy
21,044
+230
+1% +$15.1K 0.52% 47
2024
Q1 		$1.39M Sell
20,814
-1,068
-5% -$66.4K 0.56% 46
2023
Q4 		$1.33M Sell
21,882
-1,466
-6% -$80.7K 0.52% 43
2023
Q3 		$1.24M Sell
23,348
-381
-2% -$21.4K 0.53% 41
2023
Q2 		$1.34M Sell
23,729
-11
-0% -$588 0.55% 38
2023
Q1 		$1.27M Sell
23,740
-254
-1% -$13.5K 0.53% 40
2022
Q4 		$1.24M Buy
23,994
+324
+1% +$16.3K 0.42% 44
2022
Q3 		$1.08M Sell
23,670
-5
-0% -$249 0.5% 41
2022
Q2 		$1.26M Buy
23,675
+339
+1% +$16.5K 0.47% 40
2022
Q1 		$1.24M Buy
23,336
+1,151
+5% +$61K 0.39% 45
2021
Q4 		$1.35M Buy
22,185
+450
+2% +$26.2K 0.29% 48
2021
Q3 		$1.27M Buy
21,735
+2,070
+11% +$117K 0.3% 59
2021
Q2 		$1.05M Buy
19,665
+4,580
+30% +$240K 0.32% 54
2021
Q1 		$745K Buy
+15,085
New +$730K 0.25% 52

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GWM
Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Private Wealth Advisors (California)'s PHO Position: Q2 2025 in Review

Private Wealth Advisors (California) sold out of Invesco Water Resources ETF (PHO) in Q2 2025, closing a stake of 21,540 shares — an estimated $1.39M sold.

Private Wealth Advisors (California) first reported a position in PHO in Q1 2021 and held it in 17 quarters. The position peaked at $1.49M in Q3 2024. 394 funds tracked by Wall St. Rank hold PHO as of Q2 2025.

  • Private Wealth Advisors (California) reported no remaining Invesco Water Resources ETF position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Advisors (California) sold 21,540 Invesco Water Resources ETF shares in Q2 2025, an estimated $1.39M.
  • Private Wealth Advisors (California) first reported a position in Invesco Water Resources ETF in Q1 2021 and held it in 17 quarters.
  • Private Wealth Advisors (California)'s Invesco Water Resources ETF position peaked at $1.49M in Q3 2024.
  • 394 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2025.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2025, filed 14 Aug 2025.