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Clear Point Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Clear Point 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
Q4 		– Sell
-56
Closed -$3.93K – 414
2024
Q3 		$3.93K Hold
56
– – ﹤0.01% 406
2024
Q2 		$3.62K Hold
56
– – ﹤0.01% 409
2024
Q1 		$3.7K Hold
56
– – ﹤0.01% 402
2023
Q4 		$3.38K Buy
+56
New +$3.08K ﹤0.01% 393

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Clear Point Advisors's PHO Position: Q4 2024 in Review

Clear Point Advisors sold out of Invesco Water Resources ETF (PHO) in Q4 2024, closing a stake of 56 shares — an estimated $3.93K sold.

Clear Point Advisors first reported a position in PHO in Q4 2023 and held it in 4 quarters. The position peaked at $3.93K in Q3 2024. 380 funds tracked by Wall St. Rank hold PHO as of Q4 2024.

  • Clear Point Advisors reported no remaining Invesco Water Resources ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 56 Invesco Water Resources ETF shares in Q4 2024, an estimated $3.93K.
  • Clear Point Advisors first reported a position in Invesco Water Resources ETF in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Invesco Water Resources ETF position peaked at $3.93K in Q3 2024.
  • 380 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.