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Sequoia Financial Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Sequoia Financial Advisors’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 		$400K Buy
5,982
+4
+0.1% +$285 ﹤0.01% 1401
2025
Q4 		$421K Buy
5,978
+249
+4% +$17.9K ﹤0.01% 1375
2025
Q3 		$413K Buy
5,729
+457
+9% +$32.7K ﹤0.01% 1224
2025
Q2 		$369K Buy
5,272
+2,082
+65% +$138K ﹤0.01% 1154
2025
Q1 		$206K Sell
3,190
-338
-10% -$22.5K ﹤0.01% 1259
2024
Q4 		$232K Buy
+3,528
New +$246K ﹤0.01% 1146
2024
Q2 		– Sell
-3,042
Closed -$203K – 1274
2024
Q1 		$203K Sell
3,042
-1,051
-26% -$65.3K ﹤0.01% 1063
2023
Q4 		$249K Buy
4,093
+61
+2% +$3.36K ﹤0.01% 1008
2023
Q3 		$214K Hold
4,032
– – ﹤0.01% 831
2023
Q2 		$227K Sell
4,032
-1,458
-27% -$77.9K ﹤0.01% 811
2023
Q1 		$293K Buy
+5,490
New +$291K 0.01% 632

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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 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