PS
PHO icon

Planned Solutions’s Invesco Water Resources ETF PHO Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-553
Closed -$39K – 483
2024
Q3 		$39K Buy
+553
New +$37.6K 0.02% 327
2024
Q1 		– Sell
-583
Closed -$35.5K – 415
2023
Q4 		$35.5K Buy
+583
New +$32.1K 0.02% 319
2021
Q1 		– Sell
-559
Closed -$26K – 308
2020
Q4 		$26K Hold
559
– – 0.02% 262
2020
Q3 		$22K Buy
+559
New +$21.9K 0.02% 212

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Planned Solutions's PHO Position: Q4 2024 in Review

Planned Solutions sold out of Invesco Water Resources ETF (PHO) in Q4 2024, closing a stake of 553 shares — an estimated $39K sold.

Planned Solutions first reported a position in PHO in Q3 2020 and held it in 4 quarters. The position peaked at $39K in Q3 2024. 380 funds tracked by Wall St. Rank hold PHO as of Q4 2024.

  • Planned Solutions reported no remaining Invesco Water Resources ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 553 Invesco Water Resources ETF shares in Q4 2024, an estimated $39K.
  • Planned Solutions first reported a position in Invesco Water Resources ETF in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Invesco Water Resources ETF position peaked at $39K in Q3 2024.
  • 380 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.