WWM
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Western Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History

Western Wealth Management’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
-3,520
Closed -$227K – 742
2025
Q1 		$227K Sell
3,520
-8
-0.2% -$532 0.02% 614
2024
Q4 		$232K Sell
3,528
-202
-5% -$14.1K 0.01% 681
2024
Q3 		$263K Buy
3,730
+1
+0% +$68 0.02% 641
2024
Q2 		$242K Buy
3,729
+3
+0.1% +$197 0.02% 565
2024
Q1 		$248K Sell
3,726
-998
-21% -$62K 0.02% 562
2023
Q4 		$287K Buy
4,724
+4
+0.1% +$220 0.02% 559
2023
Q3 		$251K Buy
4,720
+102
+2% +$5.72K 0.02% 551
2023
Q2 		$260K Buy
4,618
+784
+20% +$41.9K 0.02% 543
2023
Q1 		$205K Buy
+3,834
New +$203K 0.02% 602
2022
Q4 		– Sell
-6,696
Closed -$306K – 756
2022
Q3 		$306K Buy
6,696
+2
+0% +$100 0.02% 625
2022
Q2 		$310K Sell
6,694
-179
-3% -$8.73K 0.02% 600
2022
Q1 		$364K Buy
+6,873
New +$364K 0.02% 615
2019
Q2 		– Sell
-27,605
Closed -$941K – 415
2019
Q1 		$941K Buy
+27,605
New +$880K 0.21% 116

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

Western Wealth Management's PHO Position: Q2 2025 in Review

Western Wealth Management sold out of Invesco Water Resources ETF (PHO) in Q2 2025, closing a stake of 3,520 shares — an estimated $227K sold.

Western Wealth Management first reported a position in PHO in Q1 2019 and held it in 13 quarters. The position peaked at $941K in Q1 2019. 394 funds tracked by Wall St. Rank hold PHO as of Q2 2025.

  • Western Wealth Management reported no remaining Invesco Water Resources ETF position as of Q2 2025 after selling out during the quarter.
  • Western Wealth Management sold 3,520 Invesco Water Resources ETF shares in Q2 2025, an estimated $227K.
  • Western Wealth Management first reported a position in Invesco Water Resources ETF in Q1 2019 and held it in 13 quarters.
  • Western Wealth Management's Invesco Water Resources ETF position peaked at $941K in Q1 2019.
  • 394 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2025.

Based on Western Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.