Eaton Vance Management’s Invesco Water Resources ETF PHO Stock Holding History

Eaton Vance Management’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
2022 Q3	$396K	Buy	8,645 +812	+10%	+$40.5K	﹤0.01%	1381
2022 Q2	$362K	Sell	7,833 -221	-3%	-$10.8K	﹤0.01%	1433
2022 Q1	$427K	Buy	8,054 +5,483	+213%	+$291K	﹤0.01%	1555
2021 Q4	$156K	Buy	2,571 +200	+8%	+$11.6K	﹤0.01%	1656
2021 Q3	$118K	Hold	2,371	–	–	﹤0.01%	1409
2021 Q2	$127K	Hold	2,371	–	–	﹤0.01%	1792
2021 Q1	$117K	Buy	+2,371	New	+$115K	﹤0.01%	1568
2019 Q2	–	Sell	-9,088	Closed	-$309K	–	1310
2019 Q1	$309K	Buy	+9,088	New	+$290K	﹤0.01%	1139

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

Eaton Vance Management's PHO Position: Q3 2022 in Review

Eaton Vance Management increased its Invesco Water Resources ETF (PHO) stake by 10% in Q3 2022, buying an estimated $40.5K and bringing the position to 8,645 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

Eaton Vance Management first reported a position in PHO in Q1 2019 and has held it in 8 quarters since. The position peaked at $427K in Q1 2022. 294 funds tracked by Wall St. Rank hold PHO as of Q3 2022.

Eaton Vance Management held 8,645 shares of Invesco Water Resources ETF worth $396K as of Q3 2022.
Eaton Vance Management bought 812 Invesco Water Resources ETF shares in Q3 2022, an estimated $40.5K.
Invesco Water Resources ETF made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #1381 holding.
Eaton Vance Management first reported a position in Invesco Water Resources ETF in Q1 2019 and has held it in 8 quarters since.
Eaton Vance Management's Invesco Water Resources ETF position peaked at $427K in Q1 2022.
294 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.