FFA
PHO icon

Freedman Financial Associates’s Invesco Water Resources ETF PHO Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-1,000
Closed -$54K – 305
2022
Q1 		$54K Hold
1,000
– – 0.04% 185
2021
Q4 		$61K Sell
1,000
-267
-21% -$15.5K 0.04% 175
2021
Q3 		$69K Hold
1,267
– – 0.05% 158
2021
Q2 		$68K Hold
1,267
– – 0.05% 157
2021
Q1 		$63K Hold
1,267
– – 0.05% 164
2020
Q4 		$59K Buy
+1,267
New +$55.4K 0.05% 160

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Freedman Financial Associates's PHO Position: Q2 2022 in Review

Freedman Financial Associates sold out of Invesco Water Resources ETF (PHO) in Q2 2022, closing a stake of 1,000 shares — an estimated $54K sold.

Freedman Financial Associates first reported a position in PHO in Q4 2020 and held it in 6 quarters. The position peaked at $69K in Q3 2021. 300 funds tracked by Wall St. Rank hold PHO as of Q2 2022.

  • Freedman Financial Associates reported no remaining Invesco Water Resources ETF position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 1,000 Invesco Water Resources ETF shares in Q2 2022, an estimated $54K.
  • Freedman Financial Associates first reported a position in Invesco Water Resources ETF in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Invesco Water Resources ETF position peaked at $69K in Q3 2021.
  • 300 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.