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

Principle 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
2022
Q1 		– Sell
-3,532
Closed -$215K – 325
2021
Q4 		$215K Buy
+3,532
New +$205K 0.02% 304
2020
Q3 		– Sell
-650
Closed -$24K – 353
2020
Q2 		$24K Buy
+650
New +$22.5K 0.01% 338

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Principle Wealth Partners's PHO Position: Q1 2022 in Review

Principle Wealth Partners sold out of Invesco Water Resources ETF (PHO) in Q1 2022, closing a stake of 3,532 shares — an estimated $215K sold.

Principle Wealth Partners first reported a position in PHO in Q2 2020 and held it in 2 quarters. The position peaked at $215K in Q4 2021. 299 funds tracked by Wall St. Rank hold PHO as of Q1 2022.

  • Principle Wealth Partners reported no remaining Invesco Water Resources ETF position as of Q1 2022 after selling out during the quarter.
  • Principle Wealth Partners sold 3,532 Invesco Water Resources ETF shares in Q1 2022, an estimated $215K.
  • Principle Wealth Partners first reported a position in Invesco Water Resources ETF in Q2 2020 and held it in 2 quarters.
  • Principle Wealth Partners's Invesco Water Resources ETF position peaked at $215K in Q4 2021.
  • 299 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2022.

Based on Principle Wealth Partners's 13F filing for Q1 2022, filed 12 May 2022.