BRWM
PHO icon

B. Riley Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History

B. Riley 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
2022
Q2 		– Sell
-3,818
Closed -$202K – 794
2022
Q1 		$202K Sell
3,818
-199
-5% -$10.5K 0.02% 562
2021
Q4 		$244K Sell
4,017
-79
-2% -$4.59K 0.02% 527
2021
Q3 		$224K Buy
4,096
+141
+4% +$8K 0.02% 531
2021
Q2 		$212K Sell
3,955
-452
-10% -$23.6K 0.02% 372
2021
Q1 		$218K Buy
4,407
+1
+0% +$48 0.03% 351
2020
Q4 		$205K Buy
+4,406
New +$193K 0.03% 330
2020
Q1 		– Sell
-13,640
Closed -$527K – 552
2019
Q4 		$527K Buy
13,640
+864
+7% +$32K 0.08% 208
2019
Q3 		$468K Buy
12,776
+510
+4% +$18.4K 0.08% 210
2019
Q2 		$437 Buy
12,266
+2,293
+23% +$78.6K 0.07% 224
2019
Q1 		$339K Buy
+9,973
New +$318K 0.06% 256
2015
Q3 		– Sell
-150
Closed -$3K – 591
2015
Q2 		$3K Hold
150
– – ﹤0.01% 931
2015
Q1 		$3K Hold
150
– – ﹤0.01% 932
2014
Q4 		$3K Hold
150
– – ﹤0.01% 912
2014
Q3 		$3K Hold
150
– – ﹤0.01% 958
2014
Q2 		$3K Buy
+150
New +$3.94K ﹤0.01% 1000

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

B. Riley Wealth Management's PHO Position: Q2 2022 in Review

B. Riley Wealth Management sold out of Invesco Water Resources ETF (PHO) in Q2 2022, closing a stake of 3,818 shares — an estimated $202K sold.

B. Riley Wealth Management first reported a position in PHO in Q2 2014 and held it in 15 quarters. The position peaked at $527K in Q4 2019. 300 funds tracked by Wall St. Rank hold PHO as of Q2 2022.

  • B. Riley Wealth Management reported no remaining Invesco Water Resources ETF position as of Q2 2022 after selling out during the quarter.
  • B. Riley Wealth Management sold 3,818 Invesco Water Resources ETF shares in Q2 2022, an estimated $202K.
  • B. Riley Wealth Management first reported a position in Invesco Water Resources ETF in Q2 2014 and held it in 15 quarters.
  • B. Riley Wealth Management's Invesco Water Resources ETF position peaked at $527K in Q4 2019.
  • 300 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.