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Powell Investment Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Powell Investment Advisors’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
2020
Q2 		– Sell
-1,200
Closed -$38K – 117
2020
Q1 		$38K Buy
+1,200
New +$44.5K 0.05% 103

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MFM
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FNBTCON
First National Bank & Trust Co of Newtown Newtown, Pennsylvania $492M AUM 22.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Powell Investment Advisors's PHO Position: Q2 2020 in Review

Powell Investment Advisors sold out of Invesco Water Resources ETF (PHO) in Q2 2020, closing a stake of 1,200 shares — an estimated $38K sold.

Powell Investment Advisors first reported a position in PHO in Q1 2020 and held it in 1 quarter. The position peaked at $38K in Q1 2020. 200 funds tracked by Wall St. Rank hold PHO as of Q2 2020.

  • Powell Investment Advisors reported no remaining Invesco Water Resources ETF position as of Q2 2020 after selling out during the quarter.
  • Powell Investment Advisors sold 1,200 Invesco Water Resources ETF shares in Q2 2020, an estimated $38K.
  • Powell Investment Advisors first reported a position in Invesco Water Resources ETF in Q1 2020 and held it in 1 quarter.
  • Powell Investment Advisors's Invesco Water Resources ETF position peaked at $38K in Q1 2020.
  • 200 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2020.

Based on Powell Investment Advisors's 13F filing for Q2 2020, filed 31 Jul 2020.