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Kistler-Tiffany Companies’s Invesco Water Resources ETF PHO Stock Holding History

Kistler-Tiffany Companies’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
Q2 		$12.7K Hold
226
– – ﹤0.01% 675
2023
Q1 		$12.1K Hold
226
– – ﹤0.01% 615
2022
Q4 		$11.6K Hold
226
– – ﹤0.01% 607
2022
Q3 		$10K Hold
226
– – ﹤0.01% 600
2022
Q2 		$10K Buy
+226
New +$11K ﹤0.01% 588

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 $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Kistler-Tiffany Companies's PHO Position: Q2 2023 in Review

Kistler-Tiffany Companies held its Invesco Water Resources ETF (PHO) position steady in Q2 2023 at 226 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

Kistler-Tiffany Companies first reported a position in PHO in Q2 2022 and has held it in 5 quarters since. 316 funds tracked by Wall St. Rank hold PHO as of Q2 2023.

  • Kistler-Tiffany Companies held 226 shares of Invesco Water Resources ETF worth $12.7K as of Q2 2023.
  • Kistler-Tiffany Companies left its Invesco Water Resources ETF share count unchanged in Q2 2023.
  • Invesco Water Resources ETF made up ﹤0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #675 holding.
  • Kistler-Tiffany Companies first reported a position in Invesco Water Resources ETF in Q2 2022 and has held it in 5 quarters since.
  • 316 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.