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

TritonPoint 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
2026 Q1	$315K	Hold	4,708	–	–	0.03%	217
2025 Q4	$331K	Hold	4,708	–	–	0.03%	211
2025 Q3	$339K	Hold	4,708	–	–	0.03%	277
2025 Q2	$329K	Hold	4,708	–	–	0.03%	271
2025 Q1	$304K	Hold	4,708	–	–	0.03%	271
2024 Q4	$310K	Hold	4,708	–	–	0.03%	268
2024 Q3	$332K	Hold	4,708	–	–	0.03%	252
2024 Q2	$306K	Hold	4,708	–	–	0.03%	253
2024 Q1	$287K	Hold	4,708	–	–	0.03%	265
2023 Q4	$287K	Buy	+4,708	New	+$259K	0.03%	272

Other funds holding PHO

Bank of America

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 $376B AUM 19.32% 1-Year Est. Return

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

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

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