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BerganKDV Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History

BerganKDV 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
2023
Q2 		$282 Hold
5
– – ﹤0.01% 838
2023
Q1 		$267 Hold
5
– – ﹤0.01% 1023
2022
Q4 		$258 Hold
5
– – ﹤0.01% 1002
2022
Q3 		$0 Buy
+5
New +$249 ﹤0.01% 1040

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $173B AUM 20.72% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

BerganKDV Wealth Management's PHO Position: Q2 2023 in Review

BerganKDV Wealth Management held its Invesco Water Resources ETF (PHO) position steady in Q2 2023 at 5 shares worth $282. The position accounts for ﹤0.01% of the portfolio, ranked #838.

BerganKDV Wealth Management first reported a position in PHO in Q3 2022 and has held it in 4 quarters since. 316 funds tracked by Wall St. Rank hold PHO as of Q2 2023.

  • BerganKDV Wealth Management held 5 shares of Invesco Water Resources ETF worth $282 as of Q2 2023.
  • BerganKDV Wealth Management left its Invesco Water Resources ETF share count unchanged in Q2 2023.
  • Invesco Water Resources ETF made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #838 holding.
  • BerganKDV Wealth Management first reported a position in Invesco Water Resources ETF in Q3 2022 and has held it in 4 quarters since.
  • 316 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.