PFS
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Prospera Financial Services’s Invesco Water Resources ETF PHO Stock Holding History

Prospera Financial Services’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
-6,418
Closed -$464K – 1419
2025
Q3 		$464K Buy
6,418
+16
+0.2% +$1.15K 0.01% 964
2025
Q2 		$448K Sell
6,402
-333
-5% -$22.1K 0.01% 949
2025
Q1 		$435K Buy
6,735
+1,440
+27% +$95.8K 0.01% 834
2024
Q4 		$349K Buy
5,295
+1,845
+53% +$129K 0.01% 872
2024
Q3 		$244K Buy
3,450
+65
+2% +$4.41K 0.01% 1008
2024
Q2 		$220K Buy
3,385
+110
+3% +$7.24K 0.01% 1042
2024
Q1 		$218K Sell
3,275
-578
-15% -$35.9K 0.01% 1012
2023
Q4 		$234K Sell
3,853
-857
-18% -$47.2K 0.01% 943
2023
Q3 		$251K Sell
4,710
-233
-5% -$13.1K 0.01% 872
2023
Q2 		$279K Buy
+4,943
New +$264K 0.01% 833
2022
Q2 		– Sell
-738
Closed -$39K – 2325
2022
Q1 		$39K Buy
+738
New +$39.1K ﹤0.01% 1480

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