Miller Investment Management’s Invesco Water Resources ETF PHO Stock Holding History

Miller Investment Management’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	-5,220	Closed	-$239K	–	99
2022 Q3	$239K	Hold	5,220	–	–	0.05%	86
2022 Q2	$241K	Hold	5,220	–	–	0.05%	85
2022 Q1	$277K	Hold	5,220	–	–	0.04%	86
2021 Q4	$318K	Hold	5,220	–	–	0.05%	83
2021 Q3	$286K	Hold	5,220	–	–	0.05%	79
2021 Q2	$279K	Hold	5,220	–	–	0.05%	72
2021 Q1	$258K	Buy	+5,220	New	+$253K	0.05%	70

Other funds holding PHO

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Miller Investment Management's PHO Position: Q4 2022 in Review

Miller Investment Management sold out of Invesco Water Resources ETF (PHO) in Q4 2022, closing a stake of 5,220 shares — an estimated $239K sold.

Miller Investment Management first reported a position in PHO in Q1 2021 and held it in 7 quarters. The position peaked at $318K in Q4 2021. 306 funds tracked by Wall St. Rank hold PHO as of Q4 2022.

Miller Investment Management reported no remaining Invesco Water Resources ETF position as of Q4 2022 after selling out during the quarter.
Miller Investment Management sold 5,220 Invesco Water Resources ETF shares in Q4 2022, an estimated $239K.
Miller Investment Management first reported a position in Invesco Water Resources ETF in Q1 2021 and held it in 7 quarters.
Miller Investment Management's Invesco Water Resources ETF position peaked at $318K in Q4 2021.
306 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2022.

Based on Miller Investment Management's 13F filing for Q4 2022, filed 13 Feb 2023.