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

Parisi Gray 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
2021
Q3 		– Sell
-52
Closed -$3K – 418
2021
Q2 		$3K Buy
+52
New +$2.72K ﹤0.01% 539

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UBS Group
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MFM
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Parisi Gray Wealth Management's PHO Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Invesco Water Resources ETF (PHO) in Q3 2021, closing a stake of 52 shares — an estimated $3K sold.

Parisi Gray Wealth Management first reported a position in PHO in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 307 funds tracked by Wall St. Rank hold PHO as of Q3 2021.

  • Parisi Gray Wealth Management reported no remaining Invesco Water Resources ETF position as of Q3 2021 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 52 Invesco Water Resources ETF shares in Q3 2021, an estimated $3K.
  • Parisi Gray Wealth Management first reported a position in Invesco Water Resources ETF in Q2 2021 and held it in 1 quarter.
  • Parisi Gray Wealth Management's Invesco Water Resources ETF position peaked at $3K in Q2 2021.
  • 307 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.