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Diversified’s Invesco Water Resources ETF PHO Stock Holding History

Diversified’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
2021
Q1 		– Sell
-507
Closed -$20K – 266
2020
Q4 		$20K Buy
+507
New +$22.2K 0.02% 248

Other funds holding PHO

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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FNBTCON
First National Bank & Trust Co of Newtown Newtown, Pennsylvania $492M AUM 22.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Diversified's PHO Position: Q1 2021 in Review

Diversified sold out of Invesco Water Resources ETF (PHO) in Q1 2021, closing a stake of 507 shares — an estimated $20K sold.

Diversified first reported a position in PHO in Q4 2020 and held it in 1 quarter. The position peaked at $20K in Q4 2020. 253 funds tracked by Wall St. Rank hold PHO as of Q1 2021.

  • Diversified reported no remaining Invesco Water Resources ETF position as of Q1 2021 after selling out during the quarter.
  • Diversified sold 507 Invesco Water Resources ETF shares in Q1 2021, an estimated $20K.
  • Diversified first reported a position in Invesco Water Resources ETF in Q4 2020 and held it in 1 quarter.
  • Diversified's Invesco Water Resources ETF position peaked at $20K in Q4 2020.
  • 253 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2021.

Based on Diversified's 13F filing for Q1 2021, filed 5 May 2021.