Wealth Enhancement Advisory Services
PHO icon

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

Wealth Enhancement Advisory Services’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 		$522K Sell
7,753
-18,994
-71% -$1.35M ﹤0.01% 2285
2025
Q4 		$1.93M Buy
26,747
+1,691
+7% +$122K ﹤0.01% 1529
2025
Q3 		$1.82M Sell
25,056
-3,523
-12% -$252K ﹤0.01% 1495
2025
Q2 		$2.04M Buy
28,579
+2,932
+11% +$195K ﹤0.01% 1336
2025
Q1 		$1.65M Sell
25,647
-409
-2% -$27.2K ﹤0.01% 1349
2024
Q4 		$1.71M Buy
26,056
+1,170
+5% +$81.6K ﹤0.01% 1256
2024
Q3 		$1.76M Buy
24,886
+3,302
+15% +$224K ﹤0.01% 1124
2024
Q2 		$1.4M Sell
21,584
-1,776
-8% -$117K ﹤0.01% 1138
2024
Q1 		$1.56M Sell
23,360
-332
-1% -$20.6K ﹤0.01% 1056
2023
Q4 		$1.44M Sell
23,692
-664
-3% -$36.6K ﹤0.01% 1016
2023
Q3 		$1.3M Buy
+24,356
New +$1.37M ﹤0.01% 1004

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UBS Group
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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