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

Founders Financial Securities’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
Q2 		– Sell
-53,411
Closed -$1.81M – 123
2019
Q1 		$1.81M Buy
+53,411
New +$1.7M 0.58% 39

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
PNC Financial Services Group
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
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
Commonwealth Equity Services
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
BCM
Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return

Founders Financial Securities's PHO Position: Q2 2019 in Review

Founders Financial Securities sold out of Invesco Water Resources ETF (PHO) in Q2 2019, closing a stake of 53,411 shares — an estimated $1.81M sold.

Founders Financial Securities first reported a position in PHO in Q1 2019 and held it in 1 quarter. The position peaked at $1.81M in Q1 2019. 190 funds tracked by Wall St. Rank hold PHO as of Q2 2019.

  • Founders Financial Securities reported no remaining Invesco Water Resources ETF position as of Q2 2019 after selling out during the quarter.
  • Founders Financial Securities sold 53,411 Invesco Water Resources ETF shares in Q2 2019, an estimated $1.81M.
  • Founders Financial Securities first reported a position in Invesco Water Resources ETF in Q1 2019 and held it in 1 quarter.
  • Founders Financial Securities's Invesco Water Resources ETF position peaked at $1.81M in Q1 2019.
  • 190 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2019.

Based on Founders Financial Securities's 13F filing for Q2 2019, filed 22 Jul 2019.