First Command Bank’s Invesco Water Resources ETF PHO Stock Holding History

First Command Bank’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
2019 Q3	–	Sell	-88	Closed	-$3K	–	405
2019 Q2	$3K	Hold	88	–	–	﹤0.01%	384
2019 Q1	$3K	Buy	+88	New	+$2.81K	﹤0.01%	387

Other funds holding PHO

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 New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

ACM

Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return

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

FNBTCON

First National Bank & Trust Co of Newtown Newtown, Pennsylvania $492M AUM 22.46% 1-Year Est. Return

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

BCM

Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return

First Command Bank's PHO Position: Q3 2019 in Review

First Command Bank sold out of Invesco Water Resources ETF (PHO) in Q3 2019, closing a stake of 88 shares — an estimated $3K sold.

First Command Bank first reported a position in PHO in Q1 2019 and held it in 2 quarters. The position peaked at $3K in Q2 2019. 190 funds tracked by Wall St. Rank hold PHO as of Q3 2019.

First Command Bank reported no remaining Invesco Water Resources ETF position as of Q3 2019 after selling out during the quarter.
First Command Bank sold 88 Invesco Water Resources ETF shares in Q3 2019, an estimated $3K.
First Command Bank first reported a position in Invesco Water Resources ETF in Q1 2019 and held it in 2 quarters.
First Command Bank's Invesco Water Resources ETF position peaked at $3K in Q2 2019.
190 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2019.

Based on First Command Bank's 13F filing for Q3 2019, filed 15 Oct 2019.