Baldwin Wealth Partners’s Invesco Water Resources ETF PHO Stock Holding History

Baldwin Wealth 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
2024 Q4	–	Sell	-70	Closed	-$4.94K	–	798
2024 Q3	$4.94K	Hold	70	–	–	﹤0.01%	875
2024 Q2	$4.54K	Hold	70	–	–	﹤0.01%	597
2024 Q1	$4.66K	Hold	70	–	–	﹤0.01%	598
2023 Q4	$4.26K	Hold	70	–	–	﹤0.01%	626
2023 Q3	$3.72K	Hold	70	–	–	﹤0.01%	650
2023 Q2	$3.95K	Hold	70	–	–	﹤0.01%	667
2023 Q1	$3.73K	Hold	70	–	–	﹤0.01%	700
2022 Q4	$3.61K	Buy	+70	New	+$3.53K	﹤0.01%	685
2018 Q1	–	Sell	-750	Closed	-$23K	–	506
2017 Q4	$23K	Hold	750	–	–	﹤0.01%	360
2017 Q3	$21K	Hold	750	–	–	﹤0.01%	363
2017 Q2	$20K	Hold	750	–	–	﹤0.01%	376
2017 Q1	$20K	Hold	750	–	–	﹤0.01%	369
2016 Q4	$18K	Hold	750	–	–	﹤0.01%	377
2016 Q3	$18K	Hold	750	–	–	﹤0.01%	392
2016 Q2	$18K	Buy	750 +650	+650%	+$14.9K	﹤0.01%	350
2016 Q1	$2K	Buy	+100	New	+$2.04K	﹤0.01%	467

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Baldwin Wealth Partners's PHO Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Invesco Water Resources ETF (PHO) in Q4 2024, closing a stake of 70 shares — an estimated $4.94K sold.

Baldwin Wealth Partners first reported a position in PHO in Q1 2016 and held it in 16 quarters. The position peaked at $23K in Q4 2017. 381 funds tracked by Wall St. Rank hold PHO as of Q4 2024.

Baldwin Wealth Partners reported no remaining Invesco Water Resources ETF position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 70 Invesco Water Resources ETF shares in Q4 2024, an estimated $4.94K.
Baldwin Wealth Partners first reported a position in Invesco Water Resources ETF in Q1 2016 and held it in 16 quarters.
Baldwin Wealth Partners's Invesco Water Resources ETF position peaked at $23K in Q4 2017.
381 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.