DB Wealth Management Group’s Invesco Water Resources ETF PHO Stock Holding History

DB Wealth Management 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 Q4	$9.98K	Hold	164	–	–	0.01%	286
2023 Q3	$8.72K	Hold	164	–	–	0.01%	288
2023 Q2	$9.25K	Hold	164	–	–	0.01%	285
2023 Q1	$8.75K	Hold	164	–	–	0.01%	286
2022 Q4	$8.45K	Buy	+164	New	+$8.27K	0.01%	283
2022 Q1	–	Sell	-164	Closed	-$10K	–	364
2021 Q4	$10K	Hold	164	–	–	0.01%	271
2021 Q3	$9K	Buy	+164	New	+$9.31K	0.01%	271

Other funds holding PHO

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

DB Wealth Management Group's PHO Position: Q4 2023 in Review

DB Wealth Management Group held its Invesco Water Resources ETF (PHO) position steady in Q4 2023 at 164 shares worth $9.98K. The position accounts for 0.01% of the portfolio, ranked #286.

DB Wealth Management Group first reported a position in PHO in Q3 2021 and has held it in 7 quarters since. The position peaked at $10K in Q4 2021. 353 funds tracked by Wall St. Rank hold PHO as of Q4 2023.

DB Wealth Management Group held 164 shares of Invesco Water Resources ETF worth $9.98K as of Q4 2023.
DB Wealth Management Group left its Invesco Water Resources ETF share count unchanged in Q4 2023.
Invesco Water Resources ETF made up 0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #286 holding.
DB Wealth Management Group first reported a position in Invesco Water Resources ETF in Q3 2021 and has held it in 7 quarters since.
DB Wealth Management Group's Invesco Water Resources ETF position peaked at $10K in Q4 2021.
353 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.