FinTrust Capital Advisors’s Invesco Water Resources ETF PHO Stock Holding History

FinTrust Capital 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
2024 Q3	$16.9K	Hold	240	–	–	﹤0.01%	845
2024 Q2	$15.6K	Hold	240	–	–	﹤0.01%	820
2024 Q1	$16K	Hold	240	–	–	﹤0.01%	779
2023 Q4	$14.6K	Hold	240	–	–	﹤0.01%	762
2023 Q3	$12.8K	Hold	240	–	–	﹤0.01%	745
2023 Q2	$12.4K	Hold	240	–	–	﹤0.01%	736
2023 Q1	$12.4K	Hold	240	–	–	﹤0.01%	734
2022 Q4	$12.4K	Hold	240	–	–	﹤0.01%	730
2022 Q3	$12K	Hold	240	–	–	﹤0.01%	827
2022 Q2	$12K	Hold	240	–	–	﹤0.01%	844
2022 Q1	$13K	Hold	240	–	–	﹤0.01%	870
2021 Q4	$15K	Hold	240	–	–	﹤0.01%	822
2021 Q3	$13K	Buy	+240	New	+$13.6K	﹤0.01%	849

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FinTrust Capital Advisors's PHO Position: Q3 2024 in Review

FinTrust Capital Advisors held its Invesco Water Resources ETF (PHO) position steady in Q3 2024 at 240 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #845.

FinTrust Capital Advisors first reported a position in PHO in Q3 2021 and has held it in 13 quarters since. 388 funds tracked by Wall St. Rank hold PHO as of Q3 2024.

FinTrust Capital Advisors held 240 shares of Invesco Water Resources ETF worth $16.9K as of Q3 2024.
FinTrust Capital Advisors left its Invesco Water Resources ETF share count unchanged in Q3 2024.
Invesco Water Resources ETF made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #845 holding.
FinTrust Capital Advisors first reported a position in Invesco Water Resources ETF in Q3 2021 and has held it in 13 quarters since.
388 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.