Financial Counselors Inc’s Invesco Water Resources ETF PHO Stock Holding History

Financial Counselors Inc’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 Q4	–	Sell	-2,898	Closed	-$204K	–	598
2024 Q3	$204K	Buy	+2,898	New	+$197K	﹤0.01%	570
2024 Q1	–	Sell	-3,288	Closed	-$200K	–	593
2023 Q4	$200K	Buy	+3,288	New	+$181K	﹤0.01%	553
2022 Q4	–	Sell	-11,516	Closed	-$527K	–	510
2022 Q3	$527K	Buy	11,516 +11	+0.1%	+$549	0.01%	347
2022 Q2	$532K	Buy	+11,505	New	+$561K	0.01%	347

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

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

Financial Counselors Inc's PHO Position: Q4 2024 in Review

Financial Counselors Inc sold out of Invesco Water Resources ETF (PHO) in Q4 2024, closing a stake of 2,898 shares — an estimated $204K sold.

Financial Counselors Inc first reported a position in PHO in Q2 2022 and held it in 4 quarters. The position peaked at $532K in Q2 2022. 380 funds tracked by Wall St. Rank hold PHO as of Q4 2024.

Financial Counselors Inc reported no remaining Invesco Water Resources ETF position as of Q4 2024 after selling out during the quarter.
Financial Counselors Inc sold 2,898 Invesco Water Resources ETF shares in Q4 2024, an estimated $204K.
Financial Counselors Inc first reported a position in Invesco Water Resources ETF in Q2 2022 and held it in 4 quarters.
Financial Counselors Inc's Invesco Water Resources ETF position peaked at $532K in Q2 2022.
380 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2024.

Based on Financial Counselors Inc's 13F filing for Q4 2024, filed 12 Feb 2025.