QP Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History

QP Wealth Management’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 Q4	–	Sell	-9,846	Closed	-$454K	–	81
2022 Q3	$454K	Sell	9,846 -174	-2%	-$8.68K	0.65%	35
2022 Q2	$463K	Sell	10,020 -700	-7%	-$34.1K	0.63%	36
2022 Q1	$568K	Buy	10,720 +45	+0.4%	+$2.38K	0.63%	39
2021 Q4	$649K	Buy	+10,675	New	+$621K	0.69%	39

Other funds holding PHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

QP Wealth Management's PHO Position: Q4 2022 in Review

QP Wealth Management sold out of Invesco Water Resources ETF (PHO) in Q4 2022, closing a stake of 9,846 shares — an estimated $454K sold.

QP Wealth Management first reported a position in PHO in Q4 2021 and held it in 4 quarters. The position peaked at $649K in Q4 2021. 307 funds tracked by Wall St. Rank hold PHO as of Q4 2022.

QP Wealth Management reported no remaining Invesco Water Resources ETF position as of Q4 2022 after selling out during the quarter.
QP Wealth Management sold 9,846 Invesco Water Resources ETF shares in Q4 2022, an estimated $454K.
QP Wealth Management first reported a position in Invesco Water Resources ETF in Q4 2021 and held it in 4 quarters.
QP Wealth Management's Invesco Water Resources ETF position peaked at $649K in Q4 2021.
307 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2022.

Based on QP Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.