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ETFidea’s Invesco Water Resources ETF PHO Stock Holding History

ETFidea’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
Q3 		$233K Buy
3,302
+8
+0.2% +$543 0.07% 108
2024
Q2 		$214K Buy
+3,294
New +$217K 0.07% 109

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

ETFidea's PHO Position: Q3 2024 in Review

ETFidea increased its Invesco Water Resources ETF (PHO) stake by 0.24% in Q3 2024, buying an estimated $543 and bringing the position to 3,302 shares worth $233K. The position accounts for 0.07% of the portfolio, ranked #108.

ETFidea first reported a position in PHO in Q2 2024 and has held it in 2 quarters since. 387 funds tracked by Wall St. Rank hold PHO as of Q3 2024.

  • ETFidea held 3,302 shares of Invesco Water Resources ETF worth $233K as of Q3 2024.
  • ETFidea bought 8 Invesco Water Resources ETF shares in Q3 2024, an estimated $543.
  • Invesco Water Resources ETF made up 0.07% of ETFidea's portfolio in Q3 2024, its #108 holding.
  • ETFidea first reported a position in Invesco Water Resources ETF in Q2 2024 and has held it in 2 quarters since.
  • 387 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2024.

Based on ETFidea's 13F filing for Q3 2024, filed 8 Nov 2024.