Legacy Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Legacy Advisors’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
2019 Q3	–	Sell	-600	Closed	-$21K	–	272
2019 Q2	$21K	Hold	600	–	–	0.01%	256
2019 Q1	$20K	Buy	+600	New	+$19.1K	0.01%	279
2018 Q4	–	Sell	-600	Closed	-$19K	–	320
2018 Q3	$19K	Buy	+600	New	+$18.9K	0.01%	302

Other funds holding PHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FNBTCON

First National Bank & Trust Co of Newtown Newtown, Pennsylvania $492M AUM 22.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCM

Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return

Legacy Advisors's PHO Position: Q3 2019 in Review

Legacy Advisors sold out of Invesco Water Resources ETF (PHO) in Q3 2019, closing a stake of 600 shares — an estimated $21K sold.

Legacy Advisors first reported a position in PHO in Q3 2018 and held it in 3 quarters. The position peaked at $21K in Q2 2019. 190 funds tracked by Wall St. Rank hold PHO as of Q3 2019.

Legacy Advisors reported no remaining Invesco Water Resources ETF position as of Q3 2019 after selling out during the quarter.
Legacy Advisors sold 600 Invesco Water Resources ETF shares in Q3 2019, an estimated $21K.
Legacy Advisors first reported a position in Invesco Water Resources ETF in Q3 2018 and held it in 3 quarters.
Legacy Advisors's Invesco Water Resources ETF position peaked at $21K in Q2 2019.
190 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2019.

Based on Legacy Advisors's 13F filing for Q3 2019, filed 10 Oct 2019.