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Eudaimonia Partners’s Invesco Water Resources ETF PHO Stock Holding History

Eudaimonia Partners’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
Q2 		– Sell
-400
Closed -$20K – 1088
2021
Q1 		$20K Buy
+400
New +$19.4K ﹤0.01% 942

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PNC Financial Services Group
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PL
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FNBTCON
First National Bank & Trust Co of Newtown Newtown, Pennsylvania $492M AUM 22.46% 1-Year Est. Return

Eudaimonia Partners's PHO Position: Q2 2021 in Review

Eudaimonia Partners sold out of Invesco Water Resources ETF (PHO) in Q2 2021, closing a stake of 400 shares — an estimated $20K sold.

Eudaimonia Partners first reported a position in PHO in Q1 2021 and held it in 1 quarter. The position peaked at $20K in Q1 2021. 275 funds tracked by Wall St. Rank hold PHO as of Q2 2021.

  • Eudaimonia Partners reported no remaining Invesco Water Resources ETF position as of Q2 2021 after selling out during the quarter.
  • Eudaimonia Partners sold 400 Invesco Water Resources ETF shares in Q2 2021, an estimated $20K.
  • Eudaimonia Partners first reported a position in Invesco Water Resources ETF in Q1 2021 and held it in 1 quarter.
  • Eudaimonia Partners's Invesco Water Resources ETF position peaked at $20K in Q1 2021.
  • 275 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.