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PHO icon

TruWealth Advisors’s Invesco Water Resources ETF PHO Stock Holding History

TruWealth 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
2026
Q1 		$268K Sell
4,013
-529
-12% -$37.7K 0.01% 156
2025
Q4 		$320K Buy
4,542
+292
+7% +$21K 0.02% 145
2025
Q3 		$306K Buy
4,250
+1
+0% +$72 0.02% 145
2025
Q2 		$297K Buy
4,249
+1
+0% +$66 0.02% 140
2025
Q1 		$274K Buy
4,248
+1
+0% +$67 0.02% 132
2024
Q4 		$279K Buy
4,247
+144
+4% +$10K 0.02% 130
2024
Q3 		$289K Sell
4,103
-259
-6% -$17.6K 0.02% 130
2024
Q2 		$283K Buy
4,362
+148
+4% +$9.74K 0.02% 132
2024
Q1 		$281K Buy
4,214
+1
+0% +$62 0.02% 133
2023
Q4 		$256K Sell
4,213
-470
-10% -$25.9K 0.02% 130
2023
Q3 		$249K Buy
4,683
+349
+8% +$19.6K 0.02% 127
2023
Q2 		$244K Buy
4,334
+380
+10% +$20.3K 0.02% 135
2023
Q1 		$211K Buy
3,954
+1
+0% +$53 0.02% 142
2022
Q4 		$204K Buy
+3,953
New +$199K 0.02% 133

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
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
PWM
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
AI
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