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

HC 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 Q2	$7K	Buy	+150	New	+$7.31K	﹤0.01%	265

Other funds holding PHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

HC Financial Advisors's PHO Position: Q2 2022 in Review

HC Financial Advisors opened a new position in Invesco Water Resources ETF (PHO) in Q2 2022: 150 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #265 among its holdings.

300 funds tracked by Wall St. Rank hold PHO as of Q2 2022.

HC Financial Advisors held 150 shares of Invesco Water Resources ETF worth $7K as of Q2 2022.
Invesco Water Resources ETF was a new HC Financial Advisors position in Q2 2022.
Invesco Water Resources ETF made up ﹤0.01% of HC Financial Advisors's portfolio in Q2 2022, its #265 holding.
300 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.