Firestone Capital Management’s Invesco Water Resources ETF PHO Stock Holding History

Firestone Capital 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
2021 Q4	–	Sell	-1,870	Closed	-$100K	–	346
2021 Q3	$100K	Hold	1,870	–	–	0.03%	165
2021 Q2	$100K	Hold	1,870	–	–	0.04%	160
2021 Q1	$92K	Hold	1,870	–	–	0.03%	170
2020 Q4	$87K	Hold	1,870	–	–	0.03%	167
2020 Q3	$74K	Hold	1,870	–	–	0.03%	162
2020 Q2	$68K	Hold	1,870	–	–	0.03%	162
2020 Q1	$59K	Hold	1,870	–	–	0.03%	166
2019 Q4	$72K	Buy	+1,870	New	+$69.4K	0.03%	172

Other funds holding PHO

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return