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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 		– Sell
-4,100
Closed -$1K – 3267
2023
Q4 		$1K Sell
4,100
-12,200
-75% -$672K ﹤0.01% 3398
2023
Q3 		$20K Buy
+16,300
New +$915K ﹤0.01% 2035

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B 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 $570B 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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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. 316 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.
  • 316 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.