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Integrity Financial’s Invesco Water Resources ETF PHO Stock Holding History

Integrity Financial’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
-1
Closed -$71 – 257
2024
Q3 		$71 Buy
+1
New +$68 ﹤0.01% 219

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Integrity Financial's PHO Position: Q4 2024 in Review

Integrity Financial sold out of Invesco Water Resources ETF (PHO) in Q4 2024, closing a stake of 1 share — an estimated $71 sold.

Integrity Financial first reported a position in PHO in Q3 2024 and held it in 1 quarter. The position peaked at $71 in Q3 2024. 379 funds tracked by Wall St. Rank hold PHO as of Q4 2024.

  • Integrity Financial reported no remaining Invesco Water Resources ETF position as of Q4 2024 after selling out during the quarter.
  • Integrity Financial sold 1 Invesco Water Resources ETF share in Q4 2024, an estimated $71.
  • Integrity Financial first reported a position in Invesco Water Resources ETF in Q3 2024 and held it in 1 quarter.
  • Integrity Financial's Invesco Water Resources ETF position peaked at $71 in Q3 2024.
  • 379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2024.

Based on Integrity Financial's 13F filing for Q4 2024, filed 13 Feb 2025.