Ameritas Investment Company’s Invesco Water Resources ETF PHO Stock Holding History

Ameritas Investment 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
2021 Q3	$258K	Buy	4,708 +2,282	+94%	+$130K	0.01%	608
2021 Q2	$257K	Sell	2,426 -1,815	-43%	-$94.9K	0.01%	611
2021 Q1	$210K	Buy	+4,241	New	+$205K	0.02%	571
2020 Q2	–	Sell	-5,710	Closed	-$174K	–	1239
2020 Q1	$174K	Buy	5,710 +2,786	+95%	+$103K	0.03%	370
2019 Q4	$113K	Sell	2,924 -1,681	-37%	-$62.3K	0.02%	444
2019 Q3	$169K	Buy	+4,605	New	+$166K	0.03%	361
2019 Q2	–	Sell	-3,351	Closed	-$114K	–	681
2019 Q1	$114K	Sell	3,351 -2,598	-44%	-$82.9K	0.02%	353
2018 Q4	$168K	Buy	+5,949	New	+$176K	0.04%	321

Other funds holding PHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameritas Investment Company's PHO Position: Q3 2021 in Review

Ameritas Investment Company increased its Invesco Water Resources ETF (PHO) stake by 94% in Q3 2021, buying an estimated $130K and bringing the position to 4,708 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #608.

Ameritas Investment Company first reported a position in PHO in Q4 2018 and has held it in 8 quarters since. 307 funds tracked by Wall St. Rank hold PHO as of Q3 2021.

Ameritas Investment Company held 4,708 shares of Invesco Water Resources ETF worth $258K as of Q3 2021.
Ameritas Investment Company bought 2,282 Invesco Water Resources ETF shares in Q3 2021, an estimated $130K.
Invesco Water Resources ETF made up 0.01% of Ameritas Investment Company's portfolio in Q3 2021, its #608 holding.
Ameritas Investment Company first reported a position in Invesco Water Resources ETF in Q4 2018 and has held it in 8 quarters since.
307 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.