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Affiance Financial’s Invesco Water Resources ETF PHO Stock Holding History

Affiance Financial’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
-186
Closed -$9.59K – 333
2022
Q4 		$9.59K Hold
186
– – ﹤0.01% 301
2022
Q3 		$9K Buy
+186
New +$9.28K 0.01% 115

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

Affiance Financial's PHO Position: Q1 2023 in Review

Affiance Financial sold out of Invesco Water Resources ETF (PHO) in Q1 2023, closing a stake of 186 shares — an estimated $9.59K sold.

Affiance Financial first reported a position in PHO in Q3 2022 and held it in 2 quarters. The position peaked at $9.59K in Q4 2022. 318 funds tracked by Wall St. Rank hold PHO as of Q1 2023.

  • Affiance Financial reported no remaining Invesco Water Resources ETF position as of Q1 2023 after selling out during the quarter.
  • Affiance Financial sold 186 Invesco Water Resources ETF shares in Q1 2023, an estimated $9.59K.
  • Affiance Financial first reported a position in Invesco Water Resources ETF in Q3 2022 and held it in 2 quarters.
  • Affiance Financial's Invesco Water Resources ETF position peaked at $9.59K in Q4 2022.
  • 318 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.