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Kelly Financial Services’s Invesco Water Resources ETF PHO Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-92
Closed -$5.97K – 570
2024
Q2 		$5.97K Hold
92
– – ﹤0.01% 478
2024
Q1 		$6.12K Hold
92
– – ﹤0.01% 481
2023
Q4 		$5.6K Hold
92
– – ﹤0.01% 463
2023
Q3 		$4.89K Hold
92
– – ﹤0.01% 454
2023
Q2 		$5.19K Hold
92
– – ﹤0.01% 444
2023
Q1 		$4.91K Buy
+92
New +$4.88K ﹤0.01% 428

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Kelly Financial Services's PHO Position: Q3 2024 in Review

Kelly Financial Services sold out of Invesco Water Resources ETF (PHO) in Q3 2024, closing a stake of 92 shares — an estimated $5.97K sold.

Kelly Financial Services first reported a position in PHO in Q1 2023 and held it in 6 quarters. The position peaked at $6.12K in Q1 2024. 388 funds tracked by Wall St. Rank hold PHO as of Q3 2024.

  • Kelly Financial Services reported no remaining Invesco Water Resources ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 92 Invesco Water Resources ETF shares in Q3 2024, an estimated $5.97K.
  • Kelly Financial Services first reported a position in Invesco Water Resources ETF in Q1 2023 and held it in 6 quarters.
  • Kelly Financial Services's Invesco Water Resources ETF position peaked at $6.12K in Q1 2024.
  • 388 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.