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FRG Family Wealth Advisors’s Invesco Water Resources ETF PHO Stock Holding History

FRG Family Wealth Advisors’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
2024
Q2 		– Sell
-1,160
Closed -$74.5K – 287
2024
Q1 		$74.5K Buy
+1,160
New +$72.1K 0.01% 180

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FRG Family Wealth Advisors's PHO Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Invesco Water Resources ETF (PHO) in Q2 2024, closing a stake of 1,160 shares — an estimated $74.5K sold.

FRG Family Wealth Advisors first reported a position in PHO in Q1 2024 and held it in 1 quarter. The position peaked at $74.5K in Q1 2024. 368 funds tracked by Wall St. Rank hold PHO as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining Invesco Water Resources ETF position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 1,160 Invesco Water Resources ETF shares in Q2 2024, an estimated $74.5K.
  • FRG Family Wealth Advisors first reported a position in Invesco Water Resources ETF in Q1 2024 and held it in 1 quarter.
  • FRG Family Wealth Advisors's Invesco Water Resources ETF position peaked at $74.5K in Q1 2024.
  • 368 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.