ETF Store’s Invesco Water Resources ETF PHO Stock Holding History

ETF Store’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	–	Sell	-3,288	Closed	-$219K	–	101
2024 Q1	$219K	Buy	+3,288	New	+$204K	0.12%	108

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

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

ETF Store's PHO Position: Q2 2024 in Review

ETF Store sold out of Invesco Water Resources ETF (PHO) in Q2 2024, closing a stake of 3,288 shares — an estimated $219K sold.

ETF Store first reported a position in PHO in Q1 2024 and held it in 1 quarter. The position peaked at $219K in Q1 2024. 368 funds tracked by Wall St. Rank hold PHO as of Q2 2024.

ETF Store reported no remaining Invesco Water Resources ETF position as of Q2 2024 after selling out during the quarter.
ETF Store sold 3,288 Invesco Water Resources ETF shares in Q2 2024, an estimated $219K.
ETF Store first reported a position in Invesco Water Resources ETF in Q1 2024 and held it in 1 quarter.
ETF Store's Invesco Water Resources ETF position peaked at $219K in Q1 2024.
368 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2024.

Based on ETF Store's 13F filing for Q2 2024, filed 5 Aug 2024.