HWA
PHO icon

HCR Wealth Advisors’s Invesco Water Resources ETF PHO Stock Holding History

HCR Wealth 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 		– Sell
-3,840
Closed -$204K – 193
2022
Q1 		$204K Hold
3,840
– – 0.03% 182
2021
Q4 		$234K Sell
3,840
-100
-3% -$5.81K 0.04% 180
2021
Q3 		$216K Buy
+3,940
New +$224K 0.04% 184

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

HCR Wealth Advisors's PHO Position: Q2 2022 in Review

HCR Wealth Advisors sold out of Invesco Water Resources ETF (PHO) in Q2 2022, closing a stake of 3,840 shares — an estimated $204K sold.

HCR Wealth Advisors first reported a position in PHO in Q3 2021 and held it in 3 quarters. The position peaked at $234K in Q4 2021. 299 funds tracked by Wall St. Rank hold PHO as of Q2 2022.

  • HCR Wealth Advisors reported no remaining Invesco Water Resources ETF position as of Q2 2022 after selling out during the quarter.
  • HCR Wealth Advisors sold 3,840 Invesco Water Resources ETF shares in Q2 2022, an estimated $204K.
  • HCR Wealth Advisors first reported a position in Invesco Water Resources ETF in Q3 2021 and held it in 3 quarters.
  • HCR Wealth Advisors's Invesco Water Resources ETF position peaked at $234K in Q4 2021.
  • 299 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2022.

Based on HCR Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.