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

Financial Gravity Companies’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
2018
Q4 		$9K Buy
+287
New +$8.48K 0.01% 616
2018
Q1 		$11K Sell
364
-46
-11% -$1.41K 0.01% 578
2017
Q4 		$13K Buy
+410
New +$12.1K 0.01% 542

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FNBTCON
First National Bank & Trust Co of Newtown Newtown, Pennsylvania $492M AUM 22.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Gravity Companies's PHO Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Invesco Water Resources ETF (PHO) in Q4 2018: 287 shares worth $9K. The stake represents 0.01% of the portfolio and ranks #616 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PHO as recently as Q1 2018.

Financial Gravity Companies first reported a position in PHO in Q4 2017 and has held it in 3 quarters since. The position peaked at $13K in Q4 2017. 169 funds tracked by Wall St. Rank hold PHO as of Q4 2018.

  • Financial Gravity Companies held 287 shares of Invesco Water Resources ETF worth $9K as of Q4 2018.
  • Invesco Water Resources ETF was a new Financial Gravity Companies position in Q4 2018.
  • Invesco Water Resources ETF made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #616 holding.
  • Financial Gravity Companies first reported a position in Invesco Water Resources ETF in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Invesco Water Resources ETF position peaked at $13K in Q4 2017.
  • 169 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.