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

Regal 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
2015
Q4 		– Sell
-2,402
Closed -$49K – 712
2015
Q3 		$49K Buy
+2,402
New +$55K 0.01% 434
2014
Q2 		– Sell
-135
Closed -$4K – 941
2014
Q1 		$4K Sell
135
-3
-2% -$78 ﹤0.01% 770
2013
Q4 		$4K Hold
138
– – ﹤0.01% 704
2013
Q3 		$3K Hold
138
– – ﹤0.01% 767
2013
Q2 		$3K Buy
+138
New +$3.09K ﹤0.01% 758

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
FNBTCON
First National Bank & Trust Co of Newtown Newtown, Pennsylvania $464M AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VAM
Verity Asset Management Durham, North Carolina $238M AUM 24.8% 1-Year Est. Return
RMAM
Raab & Moskowitz Asset Management Chatham, New Jersey $450M AUM 21.5% 1-Year Est. Return