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
2025 Q3	$413K	Buy
2025 Q2	$369K	Buy
2025 Q1	$206K	Sell
2024 Q4	$232K	Buy
2024 Q2	–	Sell
2024 Q1	$203K	Sell
2023 Q4	$249K	Buy
2023 Q3	$214K	Hold
2023 Q2	$227K	Sell
2023 Q1	$293K	Buy