PFG
PHO icon

Piershale Financial Group’s Invesco Water Resources ETF PHO Stock Holding History

Piershale Financial Group’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 		$21.7K Hold
385
– – 0.01% 70
2023
Q1 		$20.5K Hold
385
– – 0.02% 66
2022
Q4 		$19.8K Buy
+385
New +$19.4K 0.02% 68

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $103B AUM 28.65% 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 $570B AUM 27.57% 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

Piershale Financial Group's PHO Position: Q2 2023 in Review

Piershale Financial Group held its Invesco Water Resources ETF (PHO) position steady in Q2 2023 at 385 shares worth $21.7K. The position accounts for 0.01% of the portfolio, ranked #70.

Piershale Financial Group first reported a position in PHO in Q4 2022 and has held it in 3 quarters since. 316 funds tracked by Wall St. Rank hold PHO as of Q2 2023.

  • Piershale Financial Group held 385 shares of Invesco Water Resources ETF worth $21.7K as of Q2 2023.
  • Piershale Financial Group left its Invesco Water Resources ETF share count unchanged in Q2 2023.
  • Invesco Water Resources ETF made up 0.01% of Piershale Financial Group's portfolio in Q2 2023, its #70 holding.
  • Piershale Financial Group first reported a position in Invesco Water Resources ETF in Q4 2022 and has held it in 3 quarters since.
  • 316 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.