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Glassman Wealth Services’s Invesco Water Resources ETF PHO Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-13
Closed -$791 – 1372
2023
Q4 		$791 Buy
+13
New +$716 ﹤0.01% 1605

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LPL Financial
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1832 Asset Management
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Glassman Wealth Services's PHO Position: Q1 2024 in Review

Glassman Wealth Services sold out of Invesco Water Resources ETF (PHO) in Q1 2024, closing a stake of 13 shares — an estimated $791 sold.

Glassman Wealth Services first reported a position in PHO in Q4 2023 and held it in 1 quarter. The position peaked at $791 in Q4 2023. 360 funds tracked by Wall St. Rank hold PHO as of Q1 2024.

  • Glassman Wealth Services reported no remaining Invesco Water Resources ETF position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 13 Invesco Water Resources ETF shares in Q1 2024, an estimated $791.
  • Glassman Wealth Services first reported a position in Invesco Water Resources ETF in Q4 2023 and held it in 1 quarter.
  • Glassman Wealth Services's Invesco Water Resources ETF position peaked at $791 in Q4 2023.
  • 360 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.