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Brave Asset Management’s Invesco Water Resources ETF PHO Stock Holding History

Brave Asset 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
2016
Q4 		– Sell
-3,200
Closed -$79K – 275
2016
Q3 		$79K Hold
3,200
– – 0.05% 191
2016
Q2 		$76K Hold
3,200
– – 0.05% 189
2016
Q1 		$70K Hold
3,200
– – 0.05% 194
2015
Q4 		$69K Hold
3,200
– – 0.05% 198
2015
Q3 		$66K Hold
3,200
– – 0.05% 193
2015
Q2 		$80K Hold
3,200
– – 0.06% 186
2015
Q1 		$80K Sell
3,200
-1,000
-24% -$25K 0.06% 181
2014
Q4 		$108K Hold
4,200
– – 0.08% 161
2014
Q3 		$103K Hold
4,200
– – 0.08% 166
2014
Q2 		$112K Sell
4,200
-400
-9% -$10.5K 0.08% 165
2014
Q1 		$123K Hold
4,600
– – 0.1% 150
2013
Q4 		$121K Buy
+4,600
New +$114K 0.1% 149

Other funds holding PHO

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
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 $564B AUM 30.12% 1-Year Est. Return
FNBTCON
First National Bank & Trust Co of Newtown Newtown, Pennsylvania $464M AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
RMAM
Raab & Moskowitz Asset Management Chatham, New Jersey $450M AUM 21.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return