Cutler Group’s Invesco Water Resources ETF PHO Stock Holding History

Cutler 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	-200	Closed	-$10.7K	–	4038
2023 Q1	$10K	Buy	+200	New	+$10.6K	﹤0.01%	2331
2022 Q4	–	Sell	-99	Closed	-$4K	–	5009
2022 Q3	$4K	Hold	99	–	–	﹤0.01%	3827
2022 Q2	$4K	Buy	+99	New	+$4.83K	﹤0.01%	3897
2017 Q3	–	Sell	-810	Closed	-$21K	–	6499
2017 Q2	$21K	Buy	+810	New	+$21.6K	﹤0.01%	3368
2017 Q1	–	Sell	-1,318	Closed	-$32K	–	7009
2016 Q4	$32K	Sell	1,318 -582	-31%	-$14.2K	﹤0.01%	2994
2016 Q3	$46K	Buy	1,900 +600	+46%	+$14.6K	﹤0.01%	2553
2016 Q2	$30K	Hold	1,300	–	–	﹤0.01%	2924
2016 Q1	$28K	Hold	1,300	–	–	﹤0.01%	2925
2015 Q4	$28K	Buy	+1,300	New	+$28.7K	﹤0.01%	3062

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Cutler Group's PHO Position: Q2 2023 in Review

Cutler Group sold out of Invesco Water Resources ETF (PHO) in Q2 2023, closing a stake of 200 shares — an estimated $10.7K sold.

Cutler Group first reported a position in PHO in Q4 2015 and held it in 9 quarters. The position peaked at $46K in Q3 2016. 315 funds tracked by Wall St. Rank hold PHO as of Q2 2023.

Cutler Group reported no remaining Invesco Water Resources ETF position as of Q2 2023 after selling out during the quarter.
Cutler Group sold 200 Invesco Water Resources ETF shares in Q2 2023, an estimated $10.7K.
Cutler Group first reported a position in Invesco Water Resources ETF in Q4 2015 and held it in 9 quarters.
Cutler Group's Invesco Water Resources ETF position peaked at $46K in Q3 2016.
315 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2023.

Based on Cutler Group's 13F filing for Q2 2023, filed 18 Jul 2023.