BDO Wealth Advisors’s Invesco Water Resources ETF PHO Stock Holding History

BDO Wealth Advisors’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 Q1	–	Sell	-1,633	Closed	-$76K	–	1240
2020 Q4	$76K	Hold	1,633	–	–	0.01%	316
2020 Q3	$65K	Hold	1,633	–	–	0.01%	305
2020 Q2	$59K	Sell	1,633 -638	-28%	-$22.1K	0.01%	312
2020 Q1	$71K	Hold	2,271	–	–	0.01%	306
2019 Q4	$88K	Hold	2,271	–	–	0.02%	258
2019 Q3	$83K	Hold	2,271	–	–	0.02%	270
2019 Q2	$81K	Buy	+2,271	New	+$77.8K	0.02%	264

Other funds holding PHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

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

MFM

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

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

FNBTCON

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

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

BDO Wealth Advisors's PHO Position: Q1 2021 in Review

BDO Wealth Advisors sold out of Invesco Water Resources ETF (PHO) in Q1 2021, closing a stake of 1,633 shares — an estimated $76K sold.

BDO Wealth Advisors first reported a position in PHO in Q2 2019 and held it in 7 quarters. The position peaked at $88K in Q4 2019. 253 funds tracked by Wall St. Rank hold PHO as of Q1 2021.

BDO Wealth Advisors reported no remaining Invesco Water Resources ETF position as of Q1 2021 after selling out during the quarter.
BDO Wealth Advisors sold 1,633 Invesco Water Resources ETF shares in Q1 2021, an estimated $76K.
BDO Wealth Advisors first reported a position in Invesco Water Resources ETF in Q2 2019 and held it in 7 quarters.
BDO Wealth Advisors's Invesco Water Resources ETF position peaked at $88K in Q4 2019.
253 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.