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Lenox Wealth Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Lenox Wealth 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
2021
Q3 		– Sell
-103
Closed -$6K – 768
2021
Q2 		$6K Buy
+103
New +$5.39K ﹤0.01% 530

Other funds holding PHO

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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Lenox Wealth Advisors's PHO Position: Q3 2021 in Review

Lenox Wealth Advisors sold out of Invesco Water Resources ETF (PHO) in Q3 2021, closing a stake of 103 shares — an estimated $6K sold.

Lenox Wealth Advisors first reported a position in PHO in Q2 2021 and held it in 1 quarter. The position peaked at $6K in Q2 2021. 307 funds tracked by Wall St. Rank hold PHO as of Q3 2021.

  • Lenox Wealth Advisors reported no remaining Invesco Water Resources ETF position as of Q3 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 103 Invesco Water Resources ETF shares in Q3 2021, an estimated $6K.
  • Lenox Wealth Advisors first reported a position in Invesco Water Resources ETF in Q2 2021 and held it in 1 quarter.
  • Lenox Wealth Advisors's Invesco Water Resources ETF position peaked at $6K in Q2 2021.
  • 307 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2021.

Based on Lenox Wealth Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.