Game Plan Financial Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Game Plan Financial 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
2022 Q1	–	Sell	-12,457	Closed	-$758K	–	115
2021 Q4	$758K	Buy	12,457 +4,277	+52%	+$249K	0.41%	58
2021 Q3	$448K	Hold	8,180	–	–	0.27%	67
2021 Q2	$438K	Buy	8,180 +450	+6%	+$23.5K	0.26%	68
2021 Q1	$383K	Buy	7,730 +25	+0.3%	+$1.21K	0.25%	71
2020 Q4	$358K	Buy	+7,705	New	+$337K	0.25%	68

Other funds holding PHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

Game Plan Financial Advisors's PHO Position: Q1 2022 in Review

Game Plan Financial Advisors sold out of Invesco Water Resources ETF (PHO) in Q1 2022, closing a stake of 12,457 shares — an estimated $758K sold.

Game Plan Financial Advisors first reported a position in PHO in Q4 2020 and held it in 5 quarters. The position peaked at $758K in Q4 2021. 299 funds tracked by Wall St. Rank hold PHO as of Q1 2022.

Game Plan Financial Advisors reported no remaining Invesco Water Resources ETF position as of Q1 2022 after selling out during the quarter.
Game Plan Financial Advisors sold 12,457 Invesco Water Resources ETF shares in Q1 2022, an estimated $758K.
Game Plan Financial Advisors first reported a position in Invesco Water Resources ETF in Q4 2020 and held it in 5 quarters.
Game Plan Financial Advisors's Invesco Water Resources ETF position peaked at $758K in Q4 2021.
299 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2022.

Based on Game Plan Financial Advisors's 13F filing for Q1 2022, filed 22 Apr 2022.