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

LWS 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
2020
Q1 		– Sell
-1,213
Closed -$47K – 73
2019
Q4 		$47K Buy
+1,213
New +$45K 0.02% 69

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
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FNBTCON
First National Bank & Trust Co of Newtown Newtown, Pennsylvania $492M AUM 22.46% 1-Year Est. Return

LWS Wealth Advisors's PHO Position: Q1 2020 in Review

LWS Wealth Advisors sold out of Invesco Water Resources ETF (PHO) in Q1 2020, closing a stake of 1,213 shares — an estimated $47K sold.

LWS Wealth Advisors first reported a position in PHO in Q4 2019 and held it in 1 quarter. The position peaked at $47K in Q4 2019. 205 funds tracked by Wall St. Rank hold PHO as of Q1 2020.

  • LWS Wealth Advisors reported no remaining Invesco Water Resources ETF position as of Q1 2020 after selling out during the quarter.
  • LWS Wealth Advisors sold 1,213 Invesco Water Resources ETF shares in Q1 2020, an estimated $47K.
  • LWS Wealth Advisors first reported a position in Invesco Water Resources ETF in Q4 2019 and held it in 1 quarter.
  • LWS Wealth Advisors's Invesco Water Resources ETF position peaked at $47K in Q4 2019.
  • 205 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2020.

Based on LWS Wealth Advisors's 13F filing for Q1 2020, filed 4 May 2020.