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FundX Investment Group’s Invesco Water Resources ETF PHO Stock Holding History

FundX Investment Group’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
2021
Q4 		$400K Sell
6,578
-50,936
-89% -$2.96M 0.1% 40
2021
Q3 		$3.15M Buy
+57,514
New +$3.26M 1.49% 15

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 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
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

FundX Investment Group's PHO Position: Q4 2021 in Review

FundX Investment Group reduced its Invesco Water Resources ETF (PHO) stake by 89% in Q4 2021, selling an estimated $2.96M and leaving 6,578 shares worth $400K. The position accounts for 0.1% of the portfolio, ranked #40.

FundX Investment Group first reported a position in PHO in Q3 2021 and has held it in 2 quarters since. The position peaked at $3.15M in Q3 2021. 342 funds tracked by Wall St. Rank hold PHO as of Q4 2021.

  • FundX Investment Group held 6,578 shares of Invesco Water Resources ETF worth $400K as of Q4 2021.
  • FundX Investment Group sold 50,936 Invesco Water Resources ETF shares in Q4 2021, an estimated $2.96M.
  • Invesco Water Resources ETF made up 0.1% of FundX Investment Group's portfolio in Q4 2021, its #40 holding.
  • FundX Investment Group first reported a position in Invesco Water Resources ETF in Q3 2021 and has held it in 2 quarters since.
  • FundX Investment Group's Invesco Water Resources ETF position peaked at $3.15M in Q3 2021.
  • 342 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2021.

Based on FundX Investment Group's 13F filing for Q4 2021, filed 26 Jan 2022.