Cambridge Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Cambridge Advisors’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	–	Sell	-6,175	Closed	-$329K	–	177
2023 Q1	$329K	Buy	6,175 +2	+0%	+$106	0.08%	142
2022 Q4	$318K	Buy	6,173 +3	+0%	+$151	0.09%	141
2022 Q3	$282K	Buy	6,170 +1	+0%	+$50	0.08%	142
2022 Q2	$285K	Hold	6,169	–	–	0.08%	149
2022 Q1	$327K	Sell	6,169 -600	-9%	-$31.8K	0.08%	146
2021 Q4	$412K	Hold	6,769	–	–	0.09%	137
2021 Q3	$370K	Hold	6,769	–	–	0.09%	138
2021 Q2	$362K	Hold	6,769	–	–	0.09%	139
2021 Q1	$334K	Sell	6,769 -100	-1%	-$4.84K	0.09%	140
2020 Q4	$319K	Hold	6,869	–	–	0.09%	131
2020 Q3	$273K	Hold	6,869	–	–	0.08%	130
2020 Q2	$250K	Sell	6,869 -298	-4%	-$10.3K	0.08%	129
2020 Q1	$225K	Buy	+7,167	New	+$266K	0.08%	128

Other funds holding PHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Cambridge Advisors's PHO Position: Q2 2023 in Review

Cambridge Advisors sold out of Invesco Water Resources ETF (PHO) in Q2 2023, closing a stake of 6,175 shares — an estimated $329K sold.

Cambridge Advisors first reported a position in PHO in Q1 2020 and held it in 13 quarters. The position peaked at $412K in Q4 2021. 315 funds tracked by Wall St. Rank hold PHO as of Q2 2023.

Cambridge Advisors reported no remaining Invesco Water Resources ETF position as of Q2 2023 after selling out during the quarter.
Cambridge Advisors sold 6,175 Invesco Water Resources ETF shares in Q2 2023, an estimated $329K.
Cambridge Advisors first reported a position in Invesco Water Resources ETF in Q1 2020 and held it in 13 quarters.
Cambridge Advisors's Invesco Water Resources ETF position peaked at $412K in Q4 2021.
315 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2023.

Based on Cambridge Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.