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

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 $564B AUM 30.12% 1-Year Est. Return

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

First National Bank & Trust Co of Newtown Newtown, Pennsylvania $464M AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raab & Moskowitz Asset Management Chatham, New Jersey $450M AUM 21.5% 1-Year Est. Return

William Blair & Company

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return