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

Waverly 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 Q2	$468K	Sell
2025 Q1	$488K	Sell
2024 Q4	$508K	Sell
2024 Q3	$564K	Buy
2024 Q2	$519K	Buy
2024 Q1	$498K	Buy
2015 Q1	–	Sell
2014 Q4	$57K	Hold
2014 Q3	$54K	Hold
2014 Q2	$58K	Buy