BBL
PHO icon

Beck Bode LLC’s Invesco Water Resources ETF PHO Stock Holding History

Beck Bode LLC’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
Q4 		– Sell
-6,254
Closed -$286K – 239
2022
Q3 		$286K Buy
6,254
+910
+17% +$45.4K 0.06% 153
2022
Q2 		$247K Sell
5,344
-493
-8% -$24K 0.05% 163
2022
Q1 		$309K Buy
+5,837
New +$309K 0.07% 122
2021
Q3 		– Sell
-750
Closed -$40K – 243
2021
Q2 		$40K Buy
+750
New +$39.2K 0.01% 145
2020
Q4 		– Sell
-750
Closed -$30K – 204
2020
Q3 		$30K Buy
+750
New +$29.3K 0.01% 137

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Beck Bode LLC's PHO Position: Q4 2022 in Review

Beck Bode LLC sold out of Invesco Water Resources ETF (PHO) in Q4 2022, closing a stake of 6,254 shares — an estimated $286K sold.

Beck Bode LLC first reported a position in PHO in Q3 2020 and held it in 5 quarters. The position peaked at $309K in Q1 2022. 306 funds tracked by Wall St. Rank hold PHO as of Q4 2022.

  • Beck Bode LLC reported no remaining Invesco Water Resources ETF position as of Q4 2022 after selling out during the quarter.
  • Beck Bode LLC sold 6,254 Invesco Water Resources ETF shares in Q4 2022, an estimated $286K.
  • Beck Bode LLC first reported a position in Invesco Water Resources ETF in Q3 2020 and held it in 5 quarters.
  • Beck Bode LLC's Invesco Water Resources ETF position peaked at $309K in Q1 2022.
  • 306 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2022.

Based on Beck Bode LLC's 13F filing for Q4 2022, filed 8 Feb 2023.