Clearview Wealth Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Clearview Wealth 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
2023 Q3	–	Sell	-53	Closed	-$3K	–	475
2023 Q2	$3K	Hold	53	–	–	﹤0.01%	487
2023 Q1	$2.84K	Hold	53	–	–	﹤0.01%	489
2022 Q4	$2.74K	Buy	53 +1	+2%	+$50	﹤0.01%	457
2022 Q3	$2K	Hold	52	–	–	﹤0.01%	497
2022 Q2	$2K	Hold	52	–	–	﹤0.01%	504
2022 Q1	$3K	Sell	52 -300	-85%	-$15.9K	﹤0.01%	499
2021 Q4	$21K	Sell	352 -1	-0.3%	-$58	0.01%	329
2021 Q3	$19K	Sell	353 -59	-14%	-$3.35K	0.01%	345
2021 Q2	$22K	Hold	412	–	–	0.01%	328
2021 Q1	$20K	Hold	412	–	–	0.01%	330
2020 Q4	$19K	Buy	+412	New	+$18K	0.01%	307

Other funds holding PHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Clearview Wealth Advisors's PHO Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Invesco Water Resources ETF (PHO) in Q3 2023, closing a stake of 53 shares — an estimated $3K sold.

Clearview Wealth Advisors first reported a position in PHO in Q4 2020 and held it in 11 quarters. The position peaked at $22K in Q2 2021. 314 funds tracked by Wall St. Rank hold PHO as of Q3 2023.

Clearview Wealth Advisors reported no remaining Invesco Water Resources ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 53 Invesco Water Resources ETF shares in Q3 2023, an estimated $3K.
Clearview Wealth Advisors first reported a position in Invesco Water Resources ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Invesco Water Resources ETF position peaked at $22K in Q2 2021.
314 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.