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CFM Wealth Partners’s Invesco Water Resources ETF PHO Stock Holding History

CFM Wealth Partners’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
Q3 		– Sell
-1,400
Closed -$50K – 378
2020
Q2 		$50K Hold
1,400
– – 0.02% 283
2020
Q1 		$44K Hold
1,400
– – 0.02% 282
2019
Q4 		$56K Buy
+1,400
New +$51.9K 0.02% 274

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

CFM Wealth Partners's PHO Position: Q3 2020 in Review

CFM Wealth Partners sold out of Invesco Water Resources ETF (PHO) in Q3 2020, closing a stake of 1,400 shares — an estimated $50K sold.

CFM Wealth Partners first reported a position in PHO in Q4 2019 and held it in 3 quarters. The position peaked at $56K in Q4 2019. 206 funds tracked by Wall St. Rank hold PHO as of Q3 2020.

  • CFM Wealth Partners reported no remaining Invesco Water Resources ETF position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 1,400 Invesco Water Resources ETF shares in Q3 2020, an estimated $50K.
  • CFM Wealth Partners first reported a position in Invesco Water Resources ETF in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Invesco Water Resources ETF position peaked at $56K in Q4 2019.
  • 206 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.