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Ahrens Investment Partners’s Invesco Water Resources ETF PHO Stock Holding History

Ahrens Investment Partners’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 		$9.34K Buy
+175
New +$9.27K ﹤0.01% 648
2022
Q3 		– Sell
-175
Closed -$8K – 701
2022
Q2 		$8K Hold
175
– – ﹤0.01% 690
2022
Q1 		$9K Sell
175
-300
-63% -$15.9K ﹤0.01% 758
2021
Q4 		$29K Buy
+475
New +$27.6K 0.01% 507

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $202B AUM 37.79% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Ahrens Investment Partners's PHO Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Invesco Water Resources ETF (PHO) in Q1 2023: 175 shares worth $9.34K. The stake represents ﹤0.01% of the portfolio and ranks #648 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in PHO as recently as Q2 2022.

Ahrens Investment Partners first reported a position in PHO in Q4 2021 and has held it in 4 quarters since. The position peaked at $29K in Q4 2021. 317 funds tracked by Wall St. Rank hold PHO as of Q1 2023.

  • Ahrens Investment Partners held 175 shares of Invesco Water Resources ETF worth $9.34K as of Q1 2023.
  • Invesco Water Resources ETF was a new Ahrens Investment Partners position in Q1 2023.
  • Invesco Water Resources ETF made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #648 holding.
  • Ahrens Investment Partners first reported a position in Invesco Water Resources ETF in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Invesco Water Resources ETF position peaked at $29K in Q4 2021.
  • 317 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.