Financial Gravity Asset Management’s Invesco Water Resources ETF PHO Stock Holding History

Financial Gravity Asset Management’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	-1	Closed	-$65	–	1697
2024 Q1	$65	Hold	1	–	–	﹤0.01%	1018
2023 Q4	$59	Buy	+1	New	+$55	﹤0.01%	1119
2021 Q3	$55K	Hold	1	–	–	0.03%	527
2021 Q2	$54K	Buy	+1	New	+$52	0.02%	538
2019 Q4	–	Sell	-211	Closed	-$8K	–	1626
2019 Q3	$8K	Buy	211 +14	+7%	+$504	0.01%	643
2019 Q2	$7K	Sell	197 -105	-35%	-$3.6K	0.01%	646
2019 Q1	$10K	Buy	+302	New	+$9.63K	0.01%	558
2018 Q3	$8K	Sell	284 -28	-9%	-$881	0.01%	626
2018 Q2	$10K	Sell	312 -52	-14%	-$1.59K	0.01%	572
2018 Q1	$11K	Buy	+364	New	+$11.1K	0.01%	578

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

Financial Gravity Asset Management's PHO Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Invesco Water Resources ETF (PHO) in Q2 2024, closing a stake of 1 share — an estimated $65 sold.

Financial Gravity Asset Management first reported a position in PHO in Q1 2018 and held it in 10 quarters. The position peaked at $55K in Q3 2021. 368 funds tracked by Wall St. Rank hold PHO as of Q2 2024.

Financial Gravity Asset Management reported no remaining Invesco Water Resources ETF position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 1 Invesco Water Resources ETF share in Q2 2024, an estimated $65.
Financial Gravity Asset Management first reported a position in Invesco Water Resources ETF in Q1 2018 and held it in 10 quarters.
Financial Gravity Asset Management's Invesco Water Resources ETF position peaked at $55K in Q3 2021.
368 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.