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Better Money Decisions’s Invesco Water Resources ETF PHO Stock Holding History

Better Money Decisions’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
Q3 		– Sell
-300
Closed -$14K – 330
2022
Q2 		$14K Buy
+300
New +$14.6K 0.01% 274

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1832 Asset Management
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Better Money Decisions's PHO Position: Q3 2022 in Review

Better Money Decisions sold out of Invesco Water Resources ETF (PHO) in Q3 2022, closing a stake of 300 shares — an estimated $14K sold.

Better Money Decisions first reported a position in PHO in Q2 2022 and held it in 1 quarter. The position peaked at $14K in Q2 2022. 294 funds tracked by Wall St. Rank hold PHO as of Q3 2022.

  • Better Money Decisions reported no remaining Invesco Water Resources ETF position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 300 Invesco Water Resources ETF shares in Q3 2022, an estimated $14K.
  • Better Money Decisions first reported a position in Invesco Water Resources ETF in Q2 2022 and held it in 1 quarter.
  • Better Money Decisions's Invesco Water Resources ETF position peaked at $14K in Q2 2022.
  • 294 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.