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
2024 Q1	–	Hold	0	–	–	–	3525
2023 Q4	–	Hold	0	–	–	–	4350
2023 Q3	–	Hold	0	–	–	–	4386
2023 Q2	–	Sell	-200	Closed	-$10.7K	–	4246
2023 Q1	$10K	Buy	+200	New	+$10.6K	﹤0.01%	2331
2022 Q4	–	Sell	-99	Closed	-$4K	–	5179
2022 Q3	$4K	Hold	99	–	–	﹤0.01%	3827
2022 Q2	$4K	Buy	+99	New	+$4.83K	﹤0.01%	3897
2022 Q1	–	Hold	0	–	–	–	6045
2021 Q4	–	Hold	0	–	–	–	6103
2021 Q3	–	Hold	0	–	–	–	6436
2017 Q3	–	Sell	-810	Closed	-$21K	–	6691
2017 Q2	$21K	Buy	+810	New	+$21.6K	﹤0.01%	3368
2017 Q1	–	Sell	-1,318	Closed	-$32K	–	7195
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

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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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