Summit Financial’s Invesco Water Resources ETF PHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
18,513
+9,599
| +108% | +$671K | 0.03% | 366 |
|
|
2025
Q1 | $575K | Buy |
8,914
+3
| +0% | +$194 | 0.02% | 484 |
|
|
2024
Q4 | $586K | Buy |
8,911
+387
| +5% | +$25.5K | 0.02% | 420 |
|
|
2024
Q3 | $601K | Buy |
8,524
+3,920
| +85% | +$277K | 0.02% | 343 |
|
|
2024
Q2 | $299K | Buy |
+4,604
| New | +$299K | 0.01% | 415 |
|