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Rothschild Investment LLC’s Invesco Water Resources ETF PHO Stock Holding History

Rothschild Investment LLC’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 		$90.3K Hold
1,350
– – ﹤0.01% 920
2025
Q4 		$95.1K Hold
1,350
– – 0.01% 824
2025
Q3 		$97.3K Hold
1,350
– – 0.01% 808
2025
Q2 		$94.4K Hold
1,350
– – 0.01% 656
2025
Q1 		$87.1K Hold
1,350
– – 0.01% 660
2024
Q4 		$88.8K Hold
1,350
– – 0.01% 663
2024
Q3 		$95.2K Buy
1,350
+700
+108% +$47.5K 0.01% 660
2024
Q2 		$42.2K Hold
650
– – ﹤0.01% 784
2024
Q1 		$43.3K Hold
650
– – ﹤0.01% 756
2023
Q4 		$39.6K Buy
+650
New +$35.8K ﹤0.01% 703

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