Secure Asset Management’s Invesco Water Resources ETF PHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $916K | Buy |
13,103
+3,185
| +32% | +$223K | 0.17% | 135 |
|
|
2025
Q1 | $640K | Buy |
9,918
+4,477
| +82% | +$289K | 0.13% | 151 |
|
|
2024
Q4 | $358K | Buy |
5,441
+471
| +9% | +$31K | 0.05% | 232 |
|
|
2024
Q3 | $351K | Sell |
4,970
-13
| -0.3% | -$917 | 0.06% | 222 |
|
|
2024
Q2 | $323K | Buy |
+4,983
| New | +$323K | 0.06% | 218 |
|