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Liberty Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History

Liberty Wealth Management’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
2022
Q1 		– Sell
-3,566
Closed -$216K – 172
2021
Q4 		$216K Buy
3,566
+1,482
+71% +$86.1K 0.01% 154
2021
Q3 		$114K Buy
+2,084
New +$118K 0.04% 270
2019
Q3 		– Sell
-1,740
Closed -$62K – 945
2019
Q2 		$62K Buy
+1,740
New +$59.6K 0.05% 219

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Liberty Wealth Management's PHO Position: Q1 2022 in Review

Liberty Wealth Management sold out of Invesco Water Resources ETF (PHO) in Q1 2022, closing a stake of 3,566 shares — an estimated $216K sold.

Liberty Wealth Management first reported a position in PHO in Q2 2019 and held it in 3 quarters. The position peaked at $216K in Q4 2021. 299 funds tracked by Wall St. Rank hold PHO as of Q1 2022.

  • Liberty Wealth Management reported no remaining Invesco Water Resources ETF position as of Q1 2022 after selling out during the quarter.
  • Liberty Wealth Management sold 3,566 Invesco Water Resources ETF shares in Q1 2022, an estimated $216K.
  • Liberty Wealth Management first reported a position in Invesco Water Resources ETF in Q2 2019 and held it in 3 quarters.
  • Liberty Wealth Management's Invesco Water Resources ETF position peaked at $216K in Q4 2021.
  • 299 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2022.

Based on Liberty Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.