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	–	476
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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B 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 $528B AUM 27.57% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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