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

Cetera 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
Q1 		$1.2M Buy
17,971
+13,173
+275% +$819K 0.01% 1069
2023
Q4 		$292K Buy
4,798
+2
+0% +$110 ﹤0.01% 1443
2023
Q3 		$255K Buy
4,796
+69
+1% +$3.87K ﹤0.01% 1406
2023
Q2 		$267K Sell
4,727
-20
-0.4% -$1.07K ﹤0.01% 1364
2023
Q1 		$253K Sell
4,747
-3,291
-41% -$174K ﹤0.01% 1372
2022
Q4 		$414K Buy
8,038
+2,892
+56% +$146K 0.01% 1068
2022
Q3 		$235K Buy
5,146
+59
+1% +$2.94K 0.01% 1071
2022
Q2 		$235K Buy
5,087
+612
+14% +$29.8K 0.01% 1157
2022
Q1 		$237K Buy
4,475
+1
+0% +$53 ﹤0.01% 1224
2021
Q4 		$272K Sell
4,474
-580
-11% -$33.7K 0.01% 1169
2021
Q3 		$277K Buy
5,054
+1,277
+34% +$72.5K 0.01% 1149
2021
Q2 		$202K Buy
+3,777
New +$198K ﹤0.01% 1238
2019
Q2 		– Sell
-5,259
Closed -$179K – 1179
2019
Q1 		$179K Buy
+5,259
New +$168K 0.01% 804

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Advisors's PHO Position: Q1 2024 in Review

Cetera Advisors increased its Invesco Water Resources ETF (PHO) stake by 275% in Q1 2024, buying an estimated $819K and bringing the position to 17,971 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #1069.

Cetera Advisors first reported a position in PHO in Q1 2019 and has held it in 13 quarters since. 360 funds tracked by Wall St. Rank hold PHO as of Q1 2024.

  • Cetera Advisors held 17,971 shares of Invesco Water Resources ETF worth $1.2M as of Q1 2024.
  • Cetera Advisors bought 13,173 Invesco Water Resources ETF shares in Q1 2024, an estimated $819K.
  • Invesco Water Resources ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1069 holding.
  • Cetera Advisors first reported a position in Invesco Water Resources ETF in Q1 2019 and has held it in 13 quarters since.
  • 360 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.