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Lederer & Associates Investment Counsel’s Invesco Water Resources ETF PHO Stock Holding History

Lederer & Associates Investment Counsel’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
2021
Q2 		– Sell
-2,450
Closed -$121K – 129
2021
Q1 		$121K Buy
+2,450
New +$119K 0.09% 93

Other funds holding PHO

Bank of America
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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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FNBTCON
First National Bank & Trust Co of Newtown Newtown, Pennsylvania $464M AUM 17.66% 1-Year Est. Return

Lederer & Associates Investment Counsel's PHO Position: Q2 2021 in Review

Lederer & Associates Investment Counsel sold out of Invesco Water Resources ETF (PHO) in Q2 2021, closing a stake of 2,450 shares — an estimated $121K sold.

Lederer & Associates Investment Counsel first reported a position in PHO in Q1 2021 and held it in 1 quarter. The position peaked at $121K in Q1 2021. 275 funds tracked by Wall St. Rank hold PHO as of Q2 2021.

  • Lederer & Associates Investment Counsel reported no remaining Invesco Water Resources ETF position as of Q2 2021 after selling out during the quarter.
  • Lederer & Associates Investment Counsel sold 2,450 Invesco Water Resources ETF shares in Q2 2021, an estimated $121K.
  • Lederer & Associates Investment Counsel first reported a position in Invesco Water Resources ETF in Q1 2021 and held it in 1 quarter.
  • Lederer & Associates Investment Counsel's Invesco Water Resources ETF position peaked at $121K in Q1 2021.
  • 275 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2021.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2021, filed 23 Jul 2021.