IWP
PHO icon

Icon Wealth Partners’s Invesco Water Resources ETF PHO Stock Holding History

Icon Wealth Partners’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
Q3 		– Sell
-1,803
Closed -$102K – 419
2023
Q2 		$102K Buy
+1,803
New +$96.4K 0.01% 409

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Icon Wealth Partners's PHO Position: Q3 2023 in Review

Icon Wealth Partners sold out of Invesco Water Resources ETF (PHO) in Q3 2023, closing a stake of 1,803 shares — an estimated $102K sold.

Icon Wealth Partners first reported a position in PHO in Q2 2023 and held it in 1 quarter. The position peaked at $102K in Q2 2023. 316 funds tracked by Wall St. Rank hold PHO as of Q3 2023.

  • Icon Wealth Partners reported no remaining Invesco Water Resources ETF position as of Q3 2023 after selling out during the quarter.
  • Icon Wealth Partners sold 1,803 Invesco Water Resources ETF shares in Q3 2023, an estimated $102K.
  • Icon Wealth Partners first reported a position in Invesco Water Resources ETF in Q2 2023 and held it in 1 quarter.
  • Icon Wealth Partners's Invesco Water Resources ETF position peaked at $102K in Q2 2023.
  • 316 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.