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Americana Partners’s Invesco Water Resources ETF PHO Stock Holding History

Americana 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
Q3 		– Sell
-10,000
Closed -$564K – 317
2023
Q2 		$564K Hold
10,000
– – 0.07% 180
2023
Q1 		$534K Hold
10,000
– – 0.08% 174
2022
Q4 		$515K Hold
10,000
– – 0.09% 157
2022
Q3 		$457K Hold
10,000
– – 0.08% 162
2022
Q2 		$462K Buy
+10,000
New +$488K 0.08% 155
2022
Q1 		– Sell
-10,750
Closed -$654K – 265
2021
Q4 		$654K Hold
10,750
– – 0.12% 143
2021
Q3 		$588K Buy
+10,750
New +$610K 0.14% 126

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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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Americana Partners's PHO Position: Q3 2023 in Review

Americana Partners sold out of Invesco Water Resources ETF (PHO) in Q3 2023, closing a stake of 10,000 shares — an estimated $564K sold.

Americana Partners first reported a position in PHO in Q3 2021 and held it in 7 quarters. The position peaked at $654K in Q4 2021. 314 funds tracked by Wall St. Rank hold PHO as of Q3 2023.

  • Americana Partners reported no remaining Invesco Water Resources ETF position as of Q3 2023 after selling out during the quarter.
  • Americana Partners sold 10,000 Invesco Water Resources ETF shares in Q3 2023, an estimated $564K.
  • Americana Partners first reported a position in Invesco Water Resources ETF in Q3 2021 and held it in 7 quarters.
  • Americana Partners's Invesco Water Resources ETF position peaked at $654K in Q4 2021.
  • 314 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2023.

Based on Americana Partners's 13F filing for Q3 2023, filed 7 Nov 2023.