US Financial Advisors’s Invesco Water Resources ETF PHO Stock Holding History

US Financial 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
2025 Q1	$289K	Buy	4,474 +365	+9%	+$24.3K	0.09%	82
2024 Q4	$270K	Buy	4,109 +99	+2%	+$6.9K	0.08%	76
2024 Q3	$283K	Sell	4,010 -739	-16%	-$50.2K	0.09%	72
2024 Q2	$308K	Sell	4,749 -67	-1%	-$4.41K	0.1%	65
2024 Q1	$321K	Buy	4,816 +229	+5%	+$14.2K	0.11%	60
2023 Q4	$279K	Buy	4,587 +348	+8%	+$19.2K	0.1%	62
2023 Q3	$225K	Buy	4,239 +370	+10%	+$20.8K	0.09%	68
2023 Q2	$218K	Sell	3,869 -439	-10%	-$23.5K	0.09%	65
2023 Q1	$230K	Buy	4,308 +306	+8%	+$16.2K	0.1%	67
2022 Q4	$206K	Buy	+4,002	New	+$202K	0.1%	68

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

US Financial Advisors's PHO Position: Q1 2025 in Review

US Financial Advisors increased its Invesco Water Resources ETF (PHO) stake by 8.9% in Q1 2025, buying an estimated $24.3K and bringing the position to 4,474 shares worth $289K. The position accounts for 0.09% of the portfolio, ranked #82.

US Financial Advisors first reported a position in PHO in Q4 2022 and has held it in 10 quarters since. The position peaked at $321K in Q1 2024. 373 funds tracked by Wall St. Rank hold PHO as of Q1 2025.

US Financial Advisors held 4,474 shares of Invesco Water Resources ETF worth $289K as of Q1 2025.
US Financial Advisors bought 365 Invesco Water Resources ETF shares in Q1 2025, an estimated $24.3K.
Invesco Water Resources ETF made up 0.09% of US Financial Advisors's portfolio in Q1 2025, its #82 holding.
US Financial Advisors first reported a position in Invesco Water Resources ETF in Q4 2022 and has held it in 10 quarters since.
US Financial Advisors's Invesco Water Resources ETF position peaked at $321K in Q1 2024.
373 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.