Transform Wealth’s Invesco Water Resources ETF PHO Stock Holding History

Transform Wealth’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 Q1	$317K	Buy	4,909 +2	+0%	+$133	0.02%	204
2024 Q4	$323K	Buy	4,907 +1,484	+43%	+$103K	0.02%	211
2024 Q3	$241K	Buy	3,423 +1	+0%	+$68	0.02%	197
2024 Q2	$222K	Buy	3,422 +2	+0.1%	+$132	0.02%	201
2024 Q1	$228K	Buy	3,420 +1	+0%	+$62	0.02%	207
2023 Q4	$208K	Buy	+3,419	New	+$188K	0.02%	230
2023 Q3	–	Sell	-6,830	Closed	-$385K	–	265
2023 Q2	$385K	Buy	6,830 +6	+0.1%	+$321	0.03%	200
2023 Q1	$364K	Buy	+6,824	New	+$362K	0.03%	197

Other funds holding PHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GWM

Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return

Transform Wealth's PHO Position: Q1 2025 in Review

Transform Wealth increased its Invesco Water Resources ETF (PHO) stake by 0.04% in Q1 2025, buying an estimated $133 and bringing the position to 4,909 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #204.

Transform Wealth first reported a position in PHO in Q1 2023 and has held it in 8 quarters since. The position peaked at $385K in Q2 2023. 373 funds tracked by Wall St. Rank hold PHO as of Q1 2025.

Transform Wealth held 4,909 shares of Invesco Water Resources ETF worth $317K as of Q1 2025.
Transform Wealth bought 2 Invesco Water Resources ETF shares in Q1 2025, an estimated $133.
Invesco Water Resources ETF made up 0.02% of Transform Wealth's portfolio in Q1 2025, its #204 holding.
Transform Wealth first reported a position in Invesco Water Resources ETF in Q1 2023 and has held it in 8 quarters since.
Transform Wealth's Invesco Water Resources ETF position peaked at $385K in Q2 2023.
373 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.