American Research & Management Company’s Invesco Water Resources ETF PHO Stock Holding History

American Research & Management Company’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 Q3	$3K	Hold	70	–	–	﹤0.01%	366
2022 Q2	$3K	Hold	70	–	–	﹤0.01%	356
2022 Q1	$4K	Hold	70	–	–	﹤0.01%	357
2021 Q4	$4K	Hold	70	–	–	﹤0.01%	349
2021 Q3	$4K	Hold	70	–	–	﹤0.01%	343
2021 Q2	$4K	Hold	70	–	–	﹤0.01%	352
2021 Q1	$3K	Hold	70	–	–	﹤0.01%	341
2020 Q4	$3K	Hold	70	–	–	﹤0.01%	345
2020 Q3	$3K	Hold	70	–	–	﹤0.01%	321
2020 Q2	$3K	Hold	70	–	–	﹤0.01%	319
2020 Q1	$2K	Hold	70	–	–	﹤0.01%	307
2019 Q4	$3K	Hold	70	–	–	﹤0.01%	314
2019 Q3	$3K	Hold	70	–	–	﹤0.01%	316
2019 Q2	$2K	Hold	70	–	–	﹤0.01%	330
2019 Q1	$2K	Hold	70	–	–	﹤0.01%	366
2018 Q4	$2K	Hold	70	–	–	﹤0.01%	323
2018 Q3	$2K	Hold	70	–	–	﹤0.01%	330
2018 Q2	$2K	Hold	70	–	–	﹤0.01%	312
2018 Q1	$2K	Hold	70	–	–	﹤0.01%	350
2017 Q4	$2K	Hold	70	–	–	﹤0.01%	350
2017 Q3	$2K	Hold	70	–	–	﹤0.01%	328
2017 Q2	$2K	Hold	70	–	–	﹤0.01%	323
2017 Q1	$2K	Hold	70	–	–	﹤0.01%	315
2016 Q4	$2K	Buy	+70	New	+$1.71K	﹤0.01%	335
2016 Q3	–	Sell	-70	Closed	-$1.7K	–	348
2016 Q2	$2K	Hold	70	–	–	﹤0.01%	334
2016 Q1	$2K	Hold	70	–	–	﹤0.01%	343
2015 Q4	$2K	Hold	70	–	–	﹤0.01%	348
2015 Q3	$1K	Hold	70	–	–	﹤0.01%	366
2015 Q2	$2K	Hold	70	–	–	﹤0.01%	363
2015 Q1	$2K	Hold	70	–	–	﹤0.01%	345
2014 Q4	$2K	Hold	70	–	–	﹤0.01%	343
2014 Q3	$2K	Hold	70	–	–	﹤0.01%	353
2014 Q2	$2K	Hold	70	–	–	﹤0.01%	363
2014 Q1	$2K	Hold	70	–	–	﹤0.01%	362
2013 Q4	$2K	Hold	70	–	–	﹤0.01%	366
2013 Q3	$2K	Hold	70	–	–	﹤0.01%	353
2013 Q2	$2K	Buy	+70	New	+$1.57K	﹤0.01%	351

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

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

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

American Research & Management Company's PHO Position: Q3 2022 in Review

American Research & Management Company held its Invesco Water Resources ETF (PHO) position steady in Q3 2022 at 70 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

American Research & Management Company first reported a position in PHO in Q2 2013 and has held it in 37 quarters since. The position peaked at $4K in Q1 2022. 294 funds tracked by Wall St. Rank hold PHO as of Q3 2022.

American Research & Management Company held 70 shares of Invesco Water Resources ETF worth $3K as of Q3 2022.
American Research & Management Company left its Invesco Water Resources ETF share count unchanged in Q3 2022.
Invesco Water Resources ETF made up ﹤0.01% of American Research & Management Company's portfolio in Q3 2022, its #366 holding.
American Research & Management Company first reported a position in Invesco Water Resources ETF in Q2 2013 and has held it in 37 quarters since.
American Research & Management Company's Invesco Water Resources ETF position peaked at $4K in Q1 2022.
294 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2022.

Based on American Research & Management Company's 13F filing for Q3 2022, filed 7 Oct 2022.