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EMFO LLC’s Invesco Water Resources ETF PHO Stock Holding History

EMFO LLC’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
2024
Q2 		$15.7K Buy
242
+11
+5% +$724 0.01% 205
2024
Q1 		$15.4K Buy
231
+16
+7% +$994 0.01% 212
2023
Q4 		$13.1K Buy
+215
New +$11.8K 0.01% 215

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

EMFO LLC's PHO Position: Q2 2024 in Review

EMFO LLC increased its Invesco Water Resources ETF (PHO) stake by 4.8% in Q2 2024, buying an estimated $724 and bringing the position to 242 shares worth $15.7K. The position accounts for 0.01% of the portfolio, ranked #205.

EMFO LLC first reported a position in PHO in Q4 2023 and has held it in 3 quarters since. 367 funds tracked by Wall St. Rank hold PHO as of Q2 2024.

  • EMFO LLC held 242 shares of Invesco Water Resources ETF worth $15.7K as of Q2 2024.
  • EMFO LLC bought 11 Invesco Water Resources ETF shares in Q2 2024, an estimated $724.
  • Invesco Water Resources ETF made up 0.01% of EMFO LLC's portfolio in Q2 2024, its #205 holding.
  • EMFO LLC first reported a position in Invesco Water Resources ETF in Q4 2023 and has held it in 3 quarters since.
  • 367 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.