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Clean Yield Group’s Invesco Water Resources ETF PHO Stock Holding History

Clean Yield Group’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
-142
Closed -$7.58K – 430
2023
Q1 		$7.58K Buy
+142
New +$7.53K ﹤0.01% 345

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Clean Yield Group's PHO Position: Q2 2023 in Review

Clean Yield Group sold out of Invesco Water Resources ETF (PHO) in Q2 2023, closing a stake of 142 shares — an estimated $7.58K sold.

Clean Yield Group first reported a position in PHO in Q1 2023 and held it in 1 quarter. The position peaked at $7.58K in Q1 2023. 316 funds tracked by Wall St. Rank hold PHO as of Q2 2023.

  • Clean Yield Group reported no remaining Invesco Water Resources ETF position as of Q2 2023 after selling out during the quarter.
  • Clean Yield Group sold 142 Invesco Water Resources ETF shares in Q2 2023, an estimated $7.58K.
  • Clean Yield Group first reported a position in Invesco Water Resources ETF in Q1 2023 and held it in 1 quarter.
  • Clean Yield Group's Invesco Water Resources ETF position peaked at $7.58K in Q1 2023.
  • 316 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2023.

Based on Clean Yield Group's 13F filing for Q2 2023, filed 26 Jul 2023.