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MGO One Seven’s Invesco Water Resources ETF PHO Stock Holding History

MGO One Seven’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
Q4 		– Sell
-4,941
Closed -$226K – 772
2022
Q3 		$226K Hold
4,941
– – 0.01% 617
2022
Q2 		$228K Buy
+4,941
New +$241K 0.03% 542

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
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
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MGO One Seven's PHO Position: Q4 2022 in Review

MGO One Seven sold out of Invesco Water Resources ETF (PHO) in Q4 2022, closing a stake of 4,941 shares — an estimated $226K sold.

MGO One Seven first reported a position in PHO in Q2 2022 and held it in 2 quarters. The position peaked at $228K in Q2 2022. 306 funds tracked by Wall St. Rank hold PHO as of Q4 2022.

  • MGO One Seven reported no remaining Invesco Water Resources ETF position as of Q4 2022 after selling out during the quarter.
  • MGO One Seven sold 4,941 Invesco Water Resources ETF shares in Q4 2022, an estimated $226K.
  • MGO One Seven first reported a position in Invesco Water Resources ETF in Q2 2022 and held it in 2 quarters.
  • MGO One Seven's Invesco Water Resources ETF position peaked at $228K in Q2 2022.
  • 306 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2022.

Based on MGO One Seven's 13F filing for Q4 2022, filed 25 Jan 2023.