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High Net Worth Advisory Group’s Invesco Water Resources ETF PHO Stock Holding History

High Net Worth Advisory Group’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
2023
Q1 		– Sell
-1,008
Closed -$51.9K – 466
2022
Q4 		$51.9K Hold
1,008
– – 0.02% 321
2022
Q3 		$46K Sell
1,008
-300
-23% -$15K 0.02% 344
2022
Q2 		$60K Hold
1,308
– – 0.02% 296
2022
Q1 		$69K Hold
1,308
– – 0.03% 298
2021
Q4 		$80K Buy
+1,308
New +$76K 0.03% 285

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 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

High Net Worth Advisory Group's PHO Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Invesco Water Resources ETF (PHO) in Q1 2023, closing a stake of 1,008 shares — an estimated $51.9K sold.

High Net Worth Advisory Group first reported a position in PHO in Q4 2021 and held it in 5 quarters. The position peaked at $80K in Q4 2021. 317 funds tracked by Wall St. Rank hold PHO as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Invesco Water Resources ETF position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 1,008 Invesco Water Resources ETF shares in Q1 2023, an estimated $51.9K.
  • High Net Worth Advisory Group first reported a position in Invesco Water Resources ETF in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Invesco Water Resources ETF position peaked at $80K in Q4 2021.
  • 317 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.