Gradient Investments’s Invesco Water Resources ETF PHO Stock Holding History

Gradient Investments’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 Q1	–	Sell	-82	Closed	-$3K	–	1250
2020 Q4	$3K	Hold	82	–	–	﹤0.01%	900
2020 Q3	$3K	Hold	82	–	–	﹤0.01%	905
2020 Q2	$3K	Sell	82 -735	-90%	-$25.5K	﹤0.01%	843
2020 Q1	$26K	Hold	817	–	–	﹤0.01%	461
2019 Q4	$32K	Buy	+817	New	+$30.3K	﹤0.01%	484
2019 Q3	–	Sell	-784	Closed	-$28K	–	1198
2019 Q2	$28K	Buy	+784	New	+$26.9K	﹤0.01%	462

Other funds holding PHO

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

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

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

FNBTCON

First National Bank & Trust Co of Newtown Newtown, Pennsylvania $492M AUM 22.46% 1-Year Est. Return

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

Gradient Investments's PHO Position: Q1 2021 in Review

Gradient Investments sold out of Invesco Water Resources ETF (PHO) in Q1 2021, closing a stake of 82 shares — an estimated $3K sold.

Gradient Investments first reported a position in PHO in Q2 2019 and held it in 6 quarters. The position peaked at $32K in Q4 2019. 253 funds tracked by Wall St. Rank hold PHO as of Q1 2021.

Gradient Investments reported no remaining Invesco Water Resources ETF position as of Q1 2021 after selling out during the quarter.
Gradient Investments sold 82 Invesco Water Resources ETF shares in Q1 2021, an estimated $3K.
Gradient Investments first reported a position in Invesco Water Resources ETF in Q2 2019 and held it in 6 quarters.
Gradient Investments's Invesco Water Resources ETF position peaked at $32K in Q4 2019.
253 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2021.

Based on Gradient Investments's 13F filing for Q1 2021, filed 21 Apr 2021.