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Kades & Cheifetz’s Invesco Water Resources ETF PHO Stock Holding History

Kades & Cheifetz’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
-2,966
Closed -$209K – 111
2024
Q3 		$209K Buy
+2,966
New +$201K 0.12% 89
2024
Q2 		– Sell
-3,160
Closed -$210K – 94
2024
Q1 		$210K Buy
+3,160
New +$196K 0.13% 84

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

Kades & Cheifetz's PHO Position: Q4 2024 in Review

Kades & Cheifetz sold out of Invesco Water Resources ETF (PHO) in Q4 2024, closing a stake of 2,966 shares — an estimated $209K sold.

Kades & Cheifetz first reported a position in PHO in Q1 2024 and held it in 2 quarters. The position peaked at $210K in Q1 2024. 379 funds tracked by Wall St. Rank hold PHO as of Q4 2024.

  • Kades & Cheifetz reported no remaining Invesco Water Resources ETF position as of Q4 2024 after selling out during the quarter.
  • Kades & Cheifetz sold 2,966 Invesco Water Resources ETF shares in Q4 2024, an estimated $209K.
  • Kades & Cheifetz first reported a position in Invesco Water Resources ETF in Q1 2024 and held it in 2 quarters.
  • Kades & Cheifetz's Invesco Water Resources ETF position peaked at $210K in Q1 2024.
  • 379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.