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Householder Group Estate & Retirement Specialist’s Invesco Water Resources ETF PHO Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-14
Closed – – 1003
2024
Q3 		$0 Buy
+14
New +$951 ﹤0.01% 1284

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Raymond James Financial
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1832 Asset Management
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HighTower Advisors
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
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Commonwealth Equity Services
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Householder Group Estate & Retirement Specialist's PHO Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco Water Resources ETF (PHO) in Q4 2024, closing a stake of 14 shares.

Householder Group Estate & Retirement Specialist first reported a position in PHO in Q3 2024 and held it in 1 quarter. The position peaked at $0 in Q3 2024. 379 funds tracked by Wall St. Rank hold PHO as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Invesco Water Resources ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 14 Invesco Water Resources ETF shares in Q4 2024.
  • Householder Group Estate & Retirement Specialist first reported a position in Invesco Water Resources ETF in Q3 2024 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's Invesco Water Resources ETF position peaked at $0 in Q3 2024.
  • 379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.