AWM
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Accurate Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History

Accurate 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
2023
Q1 		– Sell
-30
Closed -$1.6K – 1085
2022
Q4 		$1.6K Buy
+30
New +$1.51K ﹤0.01% 1251

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Accurate Wealth Management's PHO Position: Q1 2023 in Review

Accurate Wealth Management sold out of Invesco Water Resources ETF (PHO) in Q1 2023, closing a stake of 30 shares — an estimated $1.6K sold.

Accurate Wealth Management first reported a position in PHO in Q4 2022 and held it in 1 quarter. The position peaked at $1.6K in Q4 2022. 318 funds tracked by Wall St. Rank hold PHO as of Q1 2023.

  • Accurate Wealth Management reported no remaining Invesco Water Resources ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 30 Invesco Water Resources ETF shares in Q1 2023, an estimated $1.6K.
  • Accurate Wealth Management first reported a position in Invesco Water Resources ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Invesco Water Resources ETF position peaked at $1.6K in Q4 2022.
  • 318 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.