MV Capital Management’s Invesco Water Resources ETF PHO Stock Holding History

MV Capital 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 Q1	–	Sell	-200	Closed	-$10.3K	–	702
2022 Q4	$10.3K	Hold	200	–	–	﹤0.01%	459
2022 Q3	$9K	Buy	+200	New	+$9.98K	﹤0.01%	481
2021 Q4	–	Sell	-13	Closed	-$1K	–	713
2021 Q3	$1K	Buy	+13	New	+$738	﹤0.01%	703

Other funds holding PHO

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 $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

MV Capital Management's PHO Position: Q1 2023 in Review

MV Capital Management sold out of Invesco Water Resources ETF (PHO) in Q1 2023, closing a stake of 200 shares — an estimated $10.3K sold.

MV Capital Management first reported a position in PHO in Q3 2021 and held it in 3 quarters. The position peaked at $10.3K in Q4 2022. 318 funds tracked by Wall St. Rank hold PHO as of Q1 2023.

MV Capital Management reported no remaining Invesco Water Resources ETF position as of Q1 2023 after selling out during the quarter.
MV Capital Management sold 200 Invesco Water Resources ETF shares in Q1 2023, an estimated $10.3K.
MV Capital Management first reported a position in Invesco Water Resources ETF in Q3 2021 and held it in 3 quarters.
MV Capital Management's Invesco Water Resources ETF position peaked at $10.3K in Q4 2022.
318 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2023.

Based on MV Capital Management's 13F filing for Q1 2023, filed 26 Apr 2023.