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Moran Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History

Moran Wealth 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
2023
Q2 		– Sell
-12,010
Closed -$641K – 411
2023
Q1 		$641K Buy
12,010
+440
+4% +$23.3K 0.02% 286
2022
Q4 		$596K Buy
+11,570
New +$584K 0.02% 285

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Moran Wealth Management's PHO Position: Q2 2023 in Review

Moran Wealth Management sold out of Invesco Water Resources ETF (PHO) in Q2 2023, closing a stake of 12,010 shares — an estimated $641K sold.

Moran Wealth Management first reported a position in PHO in Q4 2022 and held it in 2 quarters. The position peaked at $641K in Q1 2023. 315 funds tracked by Wall St. Rank hold PHO as of Q2 2023.

  • Moran Wealth Management reported no remaining Invesco Water Resources ETF position as of Q2 2023 after selling out during the quarter.
  • Moran Wealth Management sold 12,010 Invesco Water Resources ETF shares in Q2 2023, an estimated $641K.
  • Moran Wealth Management first reported a position in Invesco Water Resources ETF in Q4 2022 and held it in 2 quarters.
  • Moran Wealth Management's Invesco Water Resources ETF position peaked at $641K in Q1 2023.
  • 315 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2023.

Based on Moran Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.