Wealth Enhancement Advisory Services’s Invesco Water Resources ETF PHO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.04M Buy
28,579
+2,932
+11% +$210K ﹤0.01% 1333
2025
Q1
$1.65M Sell
25,647
-409
-2% -$26.4K ﹤0.01% 1346
2024
Q4
$1.71M Buy
26,056
+1,170
+5% +$77K ﹤0.01% 1250
2024
Q3
$1.76M Buy
24,886
+3,302
+15% +$233K ﹤0.01% 1122
2024
Q2
$1.4M Sell
21,584
-1,776
-8% -$115K ﹤0.01% 1138
2024
Q1
$1.56M Sell
23,360
-332
-1% -$22.1K ﹤0.01% 1056
2023
Q4
$1.44M Sell
23,692
-664
-3% -$40.4K ﹤0.01% 1016
2023
Q3
$1.3M Buy
+24,356
New +$1.3M ﹤0.01% 1003