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Raleigh Capital Management’s Invesco Water Resources ETF PHO Stock Holding History

Raleigh Capital 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
-17
Closed -$1K – 868
2022
Q3 		$1K Hold
17
– – ﹤0.01% 762
2022
Q2 		$1K Hold
17
– – ﹤0.01% 585
2022
Q1 		$1K Buy
+17
New +$901 ﹤0.01% 578

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Raleigh Capital Management's PHO Position: Q4 2022 in Review

Raleigh Capital Management sold out of Invesco Water Resources ETF (PHO) in Q4 2022, closing a stake of 17 shares — an estimated $1K sold.

Raleigh Capital Management first reported a position in PHO in Q1 2022 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 306 funds tracked by Wall St. Rank hold PHO as of Q4 2022.

  • Raleigh Capital Management reported no remaining Invesco Water Resources ETF position as of Q4 2022 after selling out during the quarter.
  • Raleigh Capital Management sold 17 Invesco Water Resources ETF shares in Q4 2022, an estimated $1K.
  • Raleigh Capital Management first reported a position in Invesco Water Resources ETF in Q1 2022 and held it in 3 quarters.
  • Raleigh Capital Management's Invesco Water Resources ETF position peaked at $1K in Q3 2022.
  • 306 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2022.

Based on Raleigh Capital Management's 13F filing for Q4 2022, filed 7 Feb 2023.