FourThought Financial’s Invesco Water Resources ETF PHO Stock Holding History

FourThought Financial’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	$5K	Hold	107	–	–	﹤0.01%	1176
2022 Q2	$5K	Hold	107	–	–	﹤0.01%	1163
2022 Q1	$6K	Hold	107	–	–	﹤0.01%	1153
2021 Q4	$7K	Hold	107	–	–	﹤0.01%	1154
2021 Q3	$5K	Hold	107	–	–	﹤0.01%	1231
2021 Q2	$5K	Hold	107	–	–	﹤0.01%	1217
2021 Q1	$5K	Hold	107	–	–	﹤0.01%	1174
2020 Q4	$4K	Buy	+107	New	+$4.68K	﹤0.01%	1192

Other funds holding PHO

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

FourThought Financial's PHO Position: Q3 2022 in Review

FourThought Financial held its Invesco Water Resources ETF (PHO) position steady in Q3 2022 at 107 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

FourThought Financial first reported a position in PHO in Q4 2020 and has held it in 8 quarters since. The position peaked at $7K in Q4 2021. 295 funds tracked by Wall St. Rank hold PHO as of Q3 2022.

FourThought Financial held 107 shares of Invesco Water Resources ETF worth $5K as of Q3 2022.
FourThought Financial left its Invesco Water Resources ETF share count unchanged in Q3 2022.
Invesco Water Resources ETF made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1176 holding.
FourThought Financial first reported a position in Invesco Water Resources ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Invesco Water Resources ETF position peaked at $7K in Q4 2021.
295 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.