Spire Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.03M	Buy	15,434 +2	+0%	+$142	0.04%	377
2025 Q4	$1.09M	Buy	15,432 +301	+2%	+$21.7K	0.04%	376
2025 Q3	$1.09M	Sell	15,131 -300	-2%	-$21.5K	0.04%	362
2025 Q2	$1.08M	Sell	15,431 -669	-4%	-$44.4K	0.04%	351
2025 Q1	$1.04M	Buy	16,100 +41	+0.3%	+$2.73K	0.03%	392
2024 Q4	$1.06M	Buy	16,059 +1	+0%	+$70	0.03%	378
2024 Q3	$1.13M	Sell	16,058 -60	-0.4%	-$4.08K	0.04%	350
2024 Q2	$1.05M	Sell	16,118 -473	-3%	-$31.1K	0.04%	332
2024 Q1	$1.1M	Buy	16,591 +301	+2%	+$18.7K	0.02%	352
2023 Q4	$970K	Sell	16,290 -298	-2%	-$16.4K	0.03%	368
2023 Q3	$882K	Buy	16,588 +211	+1%	+$11.8K	0.03%	361
2023 Q2	$924K	Buy	16,377 +1	+0%	+$53	0.03%	362
2023 Q1	$874K	Buy	16,376 +1,712	+12%	+$90.7K	0.03%	369
2022 Q4	$756K	Buy	14,664 +3	+0%	+$151	0.04%	275
2022 Q3	$671K	Sell	14,661 -2,450	-14%	-$122K	0.04%	280
2022 Q2	$791K	Sell	17,111 -2,283	-12%	-$111K	0.03%	375
2022 Q1	$1.03M	Buy	19,394 +106	+0.5%	+$5.62K	0.03%	382
2021 Q4	$1.17M	Sell	19,288 -1,806	-9%	-$105K	0.03%	426
2021 Q3	$1.15M	Buy	21,094 +422	+2%	+$24K	0.03%	378
2021 Q2	$1.11M	Sell	20,672 -276	-1%	-$14.4K	0.03%	401
2021 Q1	$1.03M	Buy	+20,948	New	+$1.01M	0.03%	423