EW
PHO icon

Element Wealth’s Invesco Water Resources ETF PHO Stock Holding History

Element Wealth’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
Q3 		– Sell
-20
Closed -$1K – 185
2021
Q2 		$1K Buy
+20
New +$1.05K ﹤0.01% 174

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Element Wealth's PHO Position: Q3 2021 in Review

Element Wealth sold out of Invesco Water Resources ETF (PHO) in Q3 2021, closing a stake of 20 shares — an estimated $1K sold.

Element Wealth first reported a position in PHO in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 307 funds tracked by Wall St. Rank hold PHO as of Q3 2021.

  • Element Wealth reported no remaining Invesco Water Resources ETF position as of Q3 2021 after selling out during the quarter.
  • Element Wealth sold 20 Invesco Water Resources ETF shares in Q3 2021, an estimated $1K.
  • Element Wealth first reported a position in Invesco Water Resources ETF in Q2 2021 and held it in 1 quarter.
  • Element Wealth's Invesco Water Resources ETF position peaked at $1K in Q2 2021.
  • 307 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2021.

Based on Element Wealth's 13F filing for Q3 2021, filed 1 Nov 2021.