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

Aevitas 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
2019 Q2	–	Sell	-600	Closed	-$20K	–	270
2019 Q1	$20K	Hold	600	–	–	0.02%	256
2018 Q4	$17K	Hold	600	–	–	0.02%	262
2018 Q3	$19K	Hold	600	–	–	0.02%	295
2018 Q2	$18K	Hold	600	–	–	0.02%	287
2018 Q1	$18K	Hold	600	–	–	0.02%	265
2017 Q4	$18K	Buy	+600	New	+$17.7K	0.02%	269

Other funds holding PHO

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

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

ACM

Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return

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

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

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

FNBTCON

First National Bank & Trust Co of Newtown Newtown, Pennsylvania $492M AUM 22.46% 1-Year Est. Return

BCM

Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return

Aevitas Wealth Management's PHO Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Invesco Water Resources ETF (PHO) in Q2 2019, closing a stake of 600 shares — an estimated $20K sold.

Aevitas Wealth Management first reported a position in PHO in Q4 2017 and held it in 6 quarters. The position peaked at $20K in Q1 2019. 190 funds tracked by Wall St. Rank hold PHO as of Q2 2019.

Aevitas Wealth Management reported no remaining Invesco Water Resources ETF position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 600 Invesco Water Resources ETF shares in Q2 2019, an estimated $20K.
Aevitas Wealth Management first reported a position in Invesco Water Resources ETF in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's Invesco Water Resources ETF position peaked at $20K in Q1 2019.
190 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.