BKA
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Brick & Kyle Associates’s Invesco Water Resources ETF PHO Stock Holding History

Brick & Kyle 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
2017
Q2 		– Sell
-500
Closed -$13K – 296
2017
Q1 		$13K Hold
500
– – 0.01% 330
2016
Q4 		$12K Hold
500
– – 0.01% 336
2016
Q3 		$12K Hold
500
– – 0.01% 334
2016
Q2 		$12K Hold
500
– – 0.01% 331
2016
Q1 		$11K Hold
500
– – 0.01% 336
2015
Q4 		$11K Hold
500
– – 0.01% 329
2015
Q3 		$10K Hold
500
– – 0.01% 341
2015
Q2 		$12K Hold
500
– – 0.01% 352
2015
Q1 		$12K Hold
500
– – 0.01% 350
2014
Q4 		$13K Buy
+500
New +$12.7K 0.01% 327

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
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
FNBTCON
First National Bank & Trust Co of Newtown Newtown, Pennsylvania $464M AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RMAM
Raab & Moskowitz Asset Management Chatham, New Jersey $450M AUM 21.5% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return