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Personal Wealth Partners’s Invesco Water Resources ETF PHO Stock Holding History

Personal Wealth Partners’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
-2,115
Closed -$113K – 311
2021
Q2 		$113K Buy
+2,115
New +$111K 0.05% 107
2020
Q1 		– Sell
-2,115
Closed -$82K – 458
2019
Q4 		$82K Hold
2,115
– – 0.04% 112
2019
Q3 		$77K Hold
2,115
– – 0.04% 122
2019
Q2 		$75K Buy
+2,115
New +$72.5K 0.04% 104

Other funds holding PHO

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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Personal Wealth Partners's PHO Position: Q3 2021 in Review

Personal Wealth Partners sold out of Invesco Water Resources ETF (PHO) in Q3 2021, closing a stake of 2,115 shares — an estimated $113K sold.

Personal Wealth Partners first reported a position in PHO in Q2 2019 and held it in 4 quarters. The position peaked at $113K in Q2 2021. 307 funds tracked by Wall St. Rank hold PHO as of Q3 2021.

  • Personal Wealth Partners reported no remaining Invesco Water Resources ETF position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 2,115 Invesco Water Resources ETF shares in Q3 2021, an estimated $113K.
  • Personal Wealth Partners first reported a position in Invesco Water Resources ETF in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Invesco Water Resources ETF position peaked at $113K in Q2 2021.
  • 307 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.