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Evolution Wealth Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Evolution Wealth Advisors’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
Q4 		– Sell
-1,135
Closed -$62K – 501
2021
Q3 		$62K Hold
1,135
– – 0.01% 185
2021
Q2 		$61K Hold
1,135
– – 0.01% 195
2021
Q1 		$56K Buy
+1,135
New +$54.9K 0.01% 188

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Evolution Wealth Advisors's PHO Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Invesco Water Resources ETF (PHO) in Q4 2021, closing a stake of 1,135 shares — an estimated $62K sold.

Evolution Wealth Advisors first reported a position in PHO in Q1 2021 and held it in 3 quarters. The position peaked at $62K in Q3 2021. 342 funds tracked by Wall St. Rank hold PHO as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Invesco Water Resources ETF position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 1,135 Invesco Water Resources ETF shares in Q4 2021, an estimated $62K.
  • Evolution Wealth Advisors first reported a position in Invesco Water Resources ETF in Q1 2021 and held it in 3 quarters.
  • Evolution Wealth Advisors's Invesco Water Resources ETF position peaked at $62K in Q3 2021.
  • 342 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.