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Catalyst Private Wealth’s Invesco Water Resources ETF PHO Stock Holding History

Catalyst Private Wealth’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
2020
Q4 		– Sell
-1,000
Closed -$40K – 217
2020
Q3 		$40K Buy
+1,000
New +$39.1K 0.04% 125

Other funds holding PHO

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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
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
FNBTCON
First National Bank & Trust Co of Newtown Newtown, Pennsylvania $492M AUM 22.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Catalyst Private Wealth's PHO Position: Q4 2020 in Review

Catalyst Private Wealth sold out of Invesco Water Resources ETF (PHO) in Q4 2020, closing a stake of 1,000 shares — an estimated $40K sold.

Catalyst Private Wealth first reported a position in PHO in Q3 2020 and held it in 1 quarter. The position peaked at $40K in Q3 2020. 235 funds tracked by Wall St. Rank hold PHO as of Q4 2020.

  • Catalyst Private Wealth reported no remaining Invesco Water Resources ETF position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 1,000 Invesco Water Resources ETF shares in Q4 2020, an estimated $40K.
  • Catalyst Private Wealth first reported a position in Invesco Water Resources ETF in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's Invesco Water Resources ETF position peaked at $40K in Q3 2020.
  • 235 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.