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Herold Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Herold 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
-200
Closed -$10.6K – 536
2022
Q1 		$10.6K Buy
+200
New +$10.6K ﹤0.01% 593
2021
Q4 		– Sell
-200
Closed -$10K – 523
2021
Q3 		$10K Buy
+200
New +$11.4K ﹤0.01% 596

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

Herold Advisors's PHO Position: Q2 2022 in Review

Herold Advisors sold out of Invesco Water Resources ETF (PHO) in Q2 2022, closing a stake of 200 shares — an estimated $10.6K sold.

Herold Advisors first reported a position in PHO in Q3 2021 and held it in 2 quarters. The position peaked at $10.6K in Q1 2022. 299 funds tracked by Wall St. Rank hold PHO as of Q2 2022.

  • Herold Advisors reported no remaining Invesco Water Resources ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 200 Invesco Water Resources ETF shares in Q2 2022, an estimated $10.6K.
  • Herold Advisors first reported a position in Invesco Water Resources ETF in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's Invesco Water Resources ETF position peaked at $10.6K in Q1 2022.
  • 299 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.