VWM
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Valley Wealth Managers’s Invesco Water Resources ETF PHO Stock Holding History

Valley Wealth Managers’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
Q2 		– Sell
-259
Closed -$16.7K – 356
2025
Q1 		$16.7K Hold
259
– – ﹤0.01% 252
2024
Q4 		$17K Hold
259
– – ﹤0.01% 268
2024
Q3 		$18.3K Buy
+259
New +$17.6K ﹤0.01% 270

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GWM
Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Valley Wealth Managers's PHO Position: Q2 2025 in Review

Valley Wealth Managers sold out of Invesco Water Resources ETF (PHO) in Q2 2025, closing a stake of 259 shares — an estimated $16.7K sold.

Valley Wealth Managers first reported a position in PHO in Q3 2024 and held it in 3 quarters. The position peaked at $18.3K in Q3 2024. 395 funds tracked by Wall St. Rank hold PHO as of Q2 2025.

  • Valley Wealth Managers reported no remaining Invesco Water Resources ETF position as of Q2 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 259 Invesco Water Resources ETF shares in Q2 2025, an estimated $16.7K.
  • Valley Wealth Managers first reported a position in Invesco Water Resources ETF in Q3 2024 and held it in 3 quarters.
  • Valley Wealth Managers's Invesco Water Resources ETF position peaked at $18.3K in Q3 2024.
  • 395 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2025.

Based on Valley Wealth Managers's 13F filing for Q2 2025, filed 6 Aug 2025.