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

Edge Wealth 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 Q1	–	Sell	-2,000	Closed	-$122K	–	356
2021 Q4	$122K	Hold	2,000	–	–	0.02%	123
2021 Q3	$109K	Hold	2,000	–	–	0.02%	124
2021 Q2	$107K	Hold	2,000	–	–	0.02%	129
2021 Q1	$99K	Hold	2,000	–	–	0.02%	138
2020 Q4	$93K	Hold	2,000	–	–	0.02%	139
2020 Q3	$79K	Hold	2,000	–	–	0.02%	166
2020 Q2	$73K	Hold	2,000	–	–	0.01%	236
2020 Q1	$63K	Hold	2,000	–	–	0.01%	219
2019 Q4	$77K	Hold	2,000	–	–	0.02%	221
2019 Q3	$73K	Hold	2,000	–	–	0.02%	215
2019 Q2	$71K	Hold	2,000	–	–	0.02%	225
2019 Q1	$68K	Hold	2,000	–	–	0.02%	214
2018 Q4	$56K	Hold	2,000	–	–	0.02%	236
2018 Q3	$64K	Hold	2,000	–	–	0.02%	232
2018 Q2	$60K	Hold	2,000	–	–	0.02%	227
2018 Q1	$61K	Hold	2,000	–	–	0.02%	210
2017 Q4	$60K	Hold	2,000	–	–	0.02%	207
2017 Q3	$57K	Hold	2,000	–	–	0.02%	210
2017 Q2	$54K	Hold	2,000	–	–	0.02%	218
2017 Q1	$52K	Hold	2,000	–	–	0.02%	206
2016 Q4	$49K	Hold	2,000	–	–	0.02%	192
2016 Q3	$49K	Hold	2,000	–	–	0.02%	183
2016 Q2	$47K	Hold	2,000	–	–	0.02%	177
2016 Q1	$44K	Hold	2,000	–	–	0.02%	183
2015 Q4	$44K	Hold	2,000	–	–	0.02%	200
2015 Q3	$41K	Hold	2,000	–	–	0.02%	192
2015 Q2	$50K	Hold	2,000	–	–	0.02%	186
2015 Q1	$50K	Hold	2,000	–	–	0.02%	190
2014 Q4	$52K	Hold	2,000	–	–	0.02%	190
2014 Q3	$49K	Hold	2,000	–	–	0.02%	193
2014 Q2	$53K	Buy	+2,000	New	+$52.6K	0.02%	177

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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

Edge Wealth Management's PHO Position: Q1 2022 in Review

Edge Wealth Management sold out of Invesco Water Resources ETF (PHO) in Q1 2022, closing a stake of 2,000 shares — an estimated $122K sold.

Edge Wealth Management first reported a position in PHO in Q2 2014 and held it in 31 quarters. The position peaked at $122K in Q4 2021. 299 funds tracked by Wall St. Rank hold PHO as of Q1 2022.

Edge Wealth Management reported no remaining Invesco Water Resources ETF position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 2,000 Invesco Water Resources ETF shares in Q1 2022, an estimated $122K.
Edge Wealth Management first reported a position in Invesco Water Resources ETF in Q2 2014 and held it in 31 quarters.
Edge Wealth Management's Invesco Water Resources ETF position peaked at $122K in Q4 2021.
299 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.