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Founders Financial Alliance’s Invesco Water Resources ETF PHO Stock Holding History

Founders Financial Alliance’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
2022
Q3 		– Sell
-2,350
Closed -$109K – 527
2022
Q2 		$109K Buy
+2,350
New +$115K 0.06% 256

Other funds holding PHO

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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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Founders Financial Alliance's PHO Position: Q3 2022 in Review

Founders Financial Alliance sold out of Invesco Water Resources ETF (PHO) in Q3 2022, closing a stake of 2,350 shares — an estimated $109K sold.

Founders Financial Alliance first reported a position in PHO in Q2 2022 and held it in 1 quarter. The position peaked at $109K in Q2 2022. 294 funds tracked by Wall St. Rank hold PHO as of Q3 2022.

  • Founders Financial Alliance reported no remaining Invesco Water Resources ETF position as of Q3 2022 after selling out during the quarter.
  • Founders Financial Alliance sold 2,350 Invesco Water Resources ETF shares in Q3 2022, an estimated $109K.
  • Founders Financial Alliance first reported a position in Invesco Water Resources ETF in Q2 2022 and held it in 1 quarter.
  • Founders Financial Alliance's Invesco Water Resources ETF position peaked at $109K in Q2 2022.
  • 294 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2022.

Based on Founders Financial Alliance's 13F filing for Q3 2022, filed 14 Nov 2022.