Oxler Private Wealth’s Invesco Water Resources ETF PHO Stock Holding History

Oxler Private Wealth’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	-1,607	Closed	-$73.6K	–	272
2022 Q3	$73.6K	Sell	1,607 -1	-0.1%	-$50	0.04%	160
2022 Q2	$74.3K	Buy	+1,608	New	+$78.4K	0.04%	136
2021 Q1	–	Sell	-1,675	Closed	-$77K	–	186
2020 Q4	$77K	Buy	+1,675	New	+$73.3K	0.04%	144

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

Oxler Private Wealth's PHO Position: Q4 2022 in Review

Oxler Private Wealth sold out of Invesco Water Resources ETF (PHO) in Q4 2022, closing a stake of 1,607 shares — an estimated $73.6K sold.

Oxler Private Wealth first reported a position in PHO in Q4 2020 and held it in 3 quarters. The position peaked at $77K in Q4 2020. 306 funds tracked by Wall St. Rank hold PHO as of Q4 2022.

Oxler Private Wealth reported no remaining Invesco Water Resources ETF position as of Q4 2022 after selling out during the quarter.
Oxler Private Wealth sold 1,607 Invesco Water Resources ETF shares in Q4 2022, an estimated $73.6K.
Oxler Private Wealth first reported a position in Invesco Water Resources ETF in Q4 2020 and held it in 3 quarters.
Oxler Private Wealth's Invesco Water Resources ETF position peaked at $77K in Q4 2020.
306 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.