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All Season Financial Advisors’s Invesco Water Resources ETF PHO Stock Holding History

All Season Financial 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
2024
Q3 		$234K Buy
+3,313
New +$225K 0.2% 90
2024
Q2 		– Sell
-3,128
Closed -$208K – 111
2024
Q1 		$208K Buy
+3,128
New +$194K 0.17% 96

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

All Season Financial Advisors's PHO Position: Q3 2024 in Review

All Season Financial Advisors opened a new position in Invesco Water Resources ETF (PHO) in Q3 2024: 3,313 shares worth $234K. The stake represents 0.2% of the portfolio and ranks #90 among its holdings. This is a return to the name: All Season Financial Advisors previously reported a position in PHO as recently as Q1 2024.

All Season Financial Advisors first reported a position in PHO in Q1 2024 and has held it in 2 quarters since. 388 funds tracked by Wall St. Rank hold PHO as of Q3 2024.

  • All Season Financial Advisors held 3,313 shares of Invesco Water Resources ETF worth $234K as of Q3 2024.
  • Invesco Water Resources ETF was a new All Season Financial Advisors position in Q3 2024.
  • Invesco Water Resources ETF made up 0.2% of All Season Financial Advisors's portfolio in Q3 2024, its #90 holding.
  • All Season Financial Advisors first reported a position in Invesco Water Resources ETF in Q1 2024 and has held it in 2 quarters since.
  • 388 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2024.

Based on All Season Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.