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Avantax Planning Partners’s Invesco Water Resources ETF PHO Stock Holding History

Avantax Planning 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
2018
Q2 		– Sell
-100
Closed -$3K – 1131
2018
Q1 		$3K Buy
+100
New +$3.06K ﹤0.01% 1530

Other funds holding PHO

MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
FNBTCON
First National Bank & Trust Co of Newtown Newtown, Pennsylvania $464M AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
RMAM
Raab & Moskowitz Asset Management Chatham, New Jersey $450M AUM 21.5% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return

Avantax Planning Partners's PHO Position: Q2 2018 in Review

Avantax Planning Partners sold out of Invesco Water Resources ETF (PHO) in Q2 2018, closing a stake of 100 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in PHO in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 159 funds tracked by Wall St. Rank hold PHO as of Q2 2018.

  • Avantax Planning Partners reported no remaining Invesco Water Resources ETF position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 100 Invesco Water Resources ETF shares in Q2 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in Invesco Water Resources ETF in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Invesco Water Resources ETF position peaked at $3K in Q1 2018.
  • 159 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.