Madden Advisory Services’s Invesco Water Resources ETF PHO Stock Holding History

Madden Advisory Services’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
2017 Q2	–	Sell	-660	Closed	-$17K	–	194
2017 Q1	$17K	Buy	+660	New	+$16.9K	0.01%	173
2015 Q4	–	Sell	-660	Closed	-$13K	–	221
2015 Q3	$13K	Hold	660	–	–	0.01%	202
2015 Q2	$16K	Buy	+660	New	+$16.8K	0.01%	194
2015 Q1	–	Sell	-2,576	Closed	-$66K	–	216
2014 Q4	$66K	Sell	2,576 -853	-25%	-$21.6K	0.04%	129
2014 Q3	$84K	Sell	3,429 -516	-13%	-$13.2K	0.04%	132
2014 Q2	$105K	Buy	3,945 +220	+6%	+$5.79K	0.05%	116
2014 Q1	$99K	Buy	3,725 +2,280	+158%	+$59.6K	0.05%	108
2013 Q4	$38K	Sell	1,445 -721	-33%	-$17.9K	0.03%	150
2013 Q3	$52K	Buy	2,166 +249	+13%	+$5.75K	0.05%	109
2013 Q2	$42K	Buy	+1,917	New	+$43K	0.03%	123

Other funds holding PHO

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

FNBTCON

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

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

RMAM

Raab & Moskowitz Asset Management Chatham, New Jersey $497M AUM 26.8% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Madden Advisory Services's PHO Position: Q2 2017 in Review

Madden Advisory Services sold out of Invesco Water Resources ETF (PHO) in Q2 2017, closing a stake of 660 shares — an estimated $17K sold.

Madden Advisory Services first reported a position in PHO in Q2 2013 and held it in 10 quarters. The position peaked at $105K in Q2 2014. 140 funds tracked by Wall St. Rank hold PHO as of Q2 2017.

Madden Advisory Services reported no remaining Invesco Water Resources ETF position as of Q2 2017 after selling out during the quarter.
Madden Advisory Services sold 660 Invesco Water Resources ETF shares in Q2 2017, an estimated $17K.
Madden Advisory Services first reported a position in Invesco Water Resources ETF in Q2 2013 and held it in 10 quarters.
Madden Advisory Services's Invesco Water Resources ETF position peaked at $105K in Q2 2014.
140 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2017.

Based on Madden Advisory Services's 13F filing for Q2 2017, filed 11 Aug 2017.