Lindbrook Capital’s Invesco Water Resources ETF PHO Stock Holding History

Lindbrook Capital’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
2024 Q4	–	Sell	-1	Closed	-$71	–	2878
2024 Q3	$71	Hold	1	–	–	﹤0.01%	2795
2024 Q2	$65	Hold	1	–	–	﹤0.01%	2724
2024 Q1	$67	Hold	1	–	–	﹤0.01%	2619
2023 Q4	$61	Sell	1 -48	-98%	-$2.64K	﹤0.01%	2662
2023 Q3	$2.61K	Buy	49 +48	+4,800%	+$2.69K	﹤0.01%	2030
2023 Q2	$56	Hold	1	–	–	﹤0.01%	2674
2023 Q1	$53	Hold	1	–	–	﹤0.01%	2743
2022 Q4	$52	Hold	1	–	–	﹤0.01%	2798
2022 Q3	$0	Hold	1	–	–	﹤0.01%	2842
2022 Q2	$0	Hold	1	–	–	﹤0.01%	2699
2022 Q1	$0	Hold	1	–	–	﹤0.01%	2585
2021 Q4	$0	Hold	1	–	–	﹤0.01%	2179
2021 Q3	$0	Hold	1	–	–	﹤0.01%	1970
2021 Q2	$0	Hold	1	–	–	﹤0.01%	1982
2021 Q1	$0	Hold	1	–	–	﹤0.01%	1925
2020 Q4	$0	Buy	+1	New	+$44	﹤0.01%	1851

Other funds holding PHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Lindbrook Capital's PHO Position: Q4 2024 in Review

Lindbrook Capital sold out of Invesco Water Resources ETF (PHO) in Q4 2024, closing a stake of 1 share — an estimated $71 sold.

Lindbrook Capital first reported a position in PHO in Q4 2020 and held it in 16 quarters. The position peaked at $2.61K in Q3 2023. 379 funds tracked by Wall St. Rank hold PHO as of Q4 2024.

Lindbrook Capital reported no remaining Invesco Water Resources ETF position as of Q4 2024 after selling out during the quarter.
Lindbrook Capital sold 1 Invesco Water Resources ETF share in Q4 2024, an estimated $71.
Lindbrook Capital first reported a position in Invesco Water Resources ETF in Q4 2020 and held it in 16 quarters.
Lindbrook Capital's Invesco Water Resources ETF position peaked at $2.61K in Q3 2023.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2024.

Based on Lindbrook Capital's 13F filing for Q4 2024, filed 6 Feb 2025.