Atlas Private Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History

Atlas Private Wealth Management’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 Q2	–	Sell	-662	Closed	-$33K	–	308
2021 Q1	$33K	Hold	662	–	–	0.02%	221
2020 Q4	$31K	Hold	662	–	–	0.02%	232
2020 Q3	$26K	Hold	662	–	–	0.02%	231
2020 Q2	$24K	Hold	662	–	–	0.02%	253
2020 Q1	$21K	Hold	662	–	–	0.02%	247
2019 Q4	$26K	Buy	+662	New	+$24.6K	0.02%	262

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

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

Polianta Ltd St Helier, Jersey $809M AUM 10% 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

MFM

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

FNBTCON

First National Bank & Trust Co of Newtown Newtown, Pennsylvania $492M AUM 22.46% 1-Year Est. Return

Atlas Private Wealth Management's PHO Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Invesco Water Resources ETF (PHO) in Q2 2021, closing a stake of 662 shares — an estimated $33K sold.

Atlas Private Wealth Management first reported a position in PHO in Q4 2019 and held it in 6 quarters. The position peaked at $33K in Q1 2021. 275 funds tracked by Wall St. Rank hold PHO as of Q2 2021.

Atlas Private Wealth Management reported no remaining Invesco Water Resources ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 662 Invesco Water Resources ETF shares in Q2 2021, an estimated $33K.
Atlas Private Wealth Management first reported a position in Invesco Water Resources ETF in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Invesco Water Resources ETF position peaked at $33K in Q1 2021.
275 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.