Acorn Wealth Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Acorn Wealth 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 Q1	–	Sell	-3,366	Closed	-$205K	–	181
2021 Q4	$205K	Buy	+3,366	New	+$196K	0.13%	173
2018 Q3	–	Sell	-3,477	Closed	-$105K	–	343
2018 Q2	$105K	Buy	3,477 +3	+0.1%	+$92	0.09%	176
2018 Q1	$106K	Sell	3,474 -395	-10%	-$12.1K	0.09%	168
2017 Q4	$118K	Buy	+3,869	New	+$114K	0.11%	152

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

Acorn Wealth Advisors's PHO Position: Q1 2022 in Review

Acorn Wealth Advisors sold out of Invesco Water Resources ETF (PHO) in Q1 2022, closing a stake of 3,366 shares — an estimated $205K sold.

Acorn Wealth Advisors first reported a position in PHO in Q4 2017 and held it in 4 quarters. The position peaked at $205K in Q4 2021. 299 funds tracked by Wall St. Rank hold PHO as of Q1 2022.

Acorn Wealth Advisors reported no remaining Invesco Water Resources ETF position as of Q1 2022 after selling out during the quarter.
Acorn Wealth Advisors sold 3,366 Invesco Water Resources ETF shares in Q1 2022, an estimated $205K.
Acorn Wealth Advisors first reported a position in Invesco Water Resources ETF in Q4 2017 and held it in 4 quarters.
Acorn Wealth Advisors's Invesco Water Resources ETF position peaked at $205K in Q4 2021.
299 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2022.

Based on Acorn Wealth Advisors's 13F filing for Q1 2022, filed 3 May 2022.