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Fulcrum Equity Management’s Invesco Water Resources ETF PHO Stock Holding History

Fulcrum Equity Management’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
Q1 		– Sell
-5,585
Closed -$340K – 171
2021
Q4 		$340K Sell
5,585
-950
-15% -$55.2K 0.13% 114
2021
Q3 		$358K Buy
+6,535
New +$371K 0.14% 109

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Fulcrum Equity Management's PHO Position: Q1 2022 in Review

Fulcrum Equity Management sold out of Invesco Water Resources ETF (PHO) in Q1 2022, closing a stake of 5,585 shares — an estimated $340K sold.

Fulcrum Equity Management first reported a position in PHO in Q3 2021 and held it in 2 quarters. The position peaked at $358K in Q3 2021. 299 funds tracked by Wall St. Rank hold PHO as of Q1 2022.

  • Fulcrum Equity Management reported no remaining Invesco Water Resources ETF position as of Q1 2022 after selling out during the quarter.
  • Fulcrum Equity Management sold 5,585 Invesco Water Resources ETF shares in Q1 2022, an estimated $340K.
  • Fulcrum Equity Management first reported a position in Invesco Water Resources ETF in Q3 2021 and held it in 2 quarters.
  • Fulcrum Equity Management's Invesco Water Resources ETF position peaked at $358K in Q3 2021.
  • 299 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2022.

Based on Fulcrum Equity Management's 13F filing for Q1 2022, filed 15 Apr 2022.