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Cedar Mountain Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Cedar Mountain 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
2024
Q3 		– Sell
-50
Closed -$3.25K – 353
2024
Q2 		$3.25K Hold
50
– – ﹤0.01% 253
2024
Q1 		$3.33K Buy
+50
New +$3.11K ﹤0.01% 250

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cedar Mountain Advisors's PHO Position: Q3 2024 in Review

Cedar Mountain Advisors sold out of Invesco Water Resources ETF (PHO) in Q3 2024, closing a stake of 50 shares — an estimated $3.25K sold.

Cedar Mountain Advisors first reported a position in PHO in Q1 2024 and held it in 2 quarters. The position peaked at $3.33K in Q1 2024. 388 funds tracked by Wall St. Rank hold PHO as of Q3 2024.

  • Cedar Mountain Advisors reported no remaining Invesco Water Resources ETF position as of Q3 2024 after selling out during the quarter.
  • Cedar Mountain Advisors sold 50 Invesco Water Resources ETF shares in Q3 2024, an estimated $3.25K.
  • Cedar Mountain Advisors first reported a position in Invesco Water Resources ETF in Q1 2024 and held it in 2 quarters.
  • Cedar Mountain Advisors's Invesco Water Resources ETF position peaked at $3.33K in Q1 2024.
  • 388 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2024.

Based on Cedar Mountain Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.