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

Principal 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
2021
Q4 		– Sell
-11,688
Closed -$640K – 2603
2021
Q3 		$640K Sell
11,688
-172
-1% -$9.76K ﹤0.01% 2108
2021
Q2 		$635K Buy
11,860
+18
+0.2% +$942 ﹤0.01% 2153
2021
Q1 		$585K Sell
11,842
-70
-0.6% -$3.39K ﹤0.01% 2116
2020
Q4 		$553K Buy
11,912
+400
+3% +$17.5K ﹤0.01% 2089
2020
Q3 		$457K Sell
11,512
-1,828
-14% -$71.5K ﹤0.01% 2039
2020
Q2 		$485K Sell
13,340
-125
-0.9% -$4.34K ﹤0.01% 1977
2020
Q1 		$422K Sell
13,465
-1,172
-8% -$43.5K ﹤0.01% 1893
2019
Q4 		$565K Sell
14,637
-71
-0.5% -$2.63K ﹤0.01% 1922
2019
Q3 		$538K Buy
14,708
+481
+3% +$17.3K ﹤0.01% 1929
2019
Q2 		$507K Buy
14,227
+792
+6% +$27.1K ﹤0.01% 1958
2019
Q1 		$457K Buy
13,435
+553
+4% +$17.6K ﹤0.01% 1960
2018
Q4 		$363K Buy
+12,882
New +$381K ﹤0.01% 1982

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
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
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 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

Principal Financial Group's PHO Position: Q4 2021 in Review

Principal Financial Group sold out of Invesco Water Resources ETF (PHO) in Q4 2021, closing a stake of 11,688 shares — an estimated $640K sold.

Principal Financial Group first reported a position in PHO in Q4 2018 and held it in 12 quarters. The position peaked at $640K in Q3 2021. 342 funds tracked by Wall St. Rank hold PHO as of Q4 2021.

  • Principal Financial Group reported no remaining Invesco Water Resources ETF position as of Q4 2021 after selling out during the quarter.
  • Principal Financial Group sold 11,688 Invesco Water Resources ETF shares in Q4 2021, an estimated $640K.
  • Principal Financial Group first reported a position in Invesco Water Resources ETF in Q4 2018 and held it in 12 quarters.
  • Principal Financial Group's Invesco Water Resources ETF position peaked at $640K in Q3 2021.
  • 342 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2021.

Based on Principal Financial Group's 13F filing for Q4 2021, filed 9 Feb 2022.