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Bivin & Associates’s Invesco Water Resources ETF PHO Stock Holding History

Bivin & Associates’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
Q2 		$14K Hold
300
– – 0.02% 153
2022
Q1 		$16K Hold
300
– – 0.01% 159
2021
Q4 		$18K Buy
+300
New +$17.4K 0.02% 152

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Bivin & Associates's PHO Position: Q2 2022 in Review

Bivin & Associates held its Invesco Water Resources ETF (PHO) position steady in Q2 2022 at 300 shares worth $14K. The position accounts for 0.02% of the portfolio, ranked #153.

Bivin & Associates first reported a position in PHO in Q4 2021 and has held it in 3 quarters since. The position peaked at $18K in Q4 2021. 300 funds tracked by Wall St. Rank hold PHO as of Q2 2022.

  • Bivin & Associates held 300 shares of Invesco Water Resources ETF worth $14K as of Q2 2022.
  • Bivin & Associates left its Invesco Water Resources ETF share count unchanged in Q2 2022.
  • Invesco Water Resources ETF made up 0.02% of Bivin & Associates's portfolio in Q2 2022, its #153 holding.
  • Bivin & Associates first reported a position in Invesco Water Resources ETF in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's Invesco Water Resources ETF position peaked at $18K in Q4 2021.
  • 300 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.