1834 Investment Advisors’s Invesco Water Resources ETF PHO Stock Holding History

1834 Investment 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
2022 Q3	–	Sell	-97	Closed	-$4K	–	381
2022 Q2	$4K	Hold	97	–	–	﹤0.01%	417
2022 Q1	$5K	Hold	97	–	–	﹤0.01%	393
2021 Q4	$6K	Hold	97	–	–	﹤0.01%	415
2021 Q3	$5K	Hold	97	–	–	﹤0.01%	441
2021 Q2	$5K	Buy	+97	New	+$5.07K	﹤0.01%	462
2018 Q3	–	Sell	-368	Closed	-$11K	–	418
2018 Q2	$11K	Hold	368	–	–	﹤0.01%	365
2018 Q1	$11K	Hold	368	–	–	﹤0.01%	376
2017 Q4	$11K	Buy	+368	New	+$10.9K	﹤0.01%	404

Other funds holding PHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

1834 Investment Advisors's PHO Position: Q3 2022 in Review

1834 Investment Advisors sold out of Invesco Water Resources ETF (PHO) in Q3 2022, closing a stake of 97 shares — an estimated $4K sold.

1834 Investment Advisors first reported a position in PHO in Q4 2017 and held it in 8 quarters. The position peaked at $11K in Q2 2018. 294 funds tracked by Wall St. Rank hold PHO as of Q3 2022.

1834 Investment Advisors reported no remaining Invesco Water Resources ETF position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 97 Invesco Water Resources ETF shares in Q3 2022, an estimated $4K.
1834 Investment Advisors first reported a position in Invesco Water Resources ETF in Q4 2017 and held it in 8 quarters.
1834 Investment Advisors's Invesco Water Resources ETF position peaked at $11K in Q2 2018.
294 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.