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Resolute Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Resolute 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
2022
Q4 		– Sell
-635
Closed -$29K – 109
2022
Q3 		$29K Buy
635
+1
+0.2% +$50 ﹤0.01% 94
2022
Q2 		$29K Hold
634
– – ﹤0.01% 84
2022
Q1 		$34K Buy
634
+1
+0.2% +$53 ﹤0.01% 89
2021
Q4 		$39K Hold
633
– – ﹤0.01% 94
2021
Q3 		$35K Buy
+633
New +$35.9K ﹤0.01% 155

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
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

Resolute Advisors's PHO Position: Q4 2022 in Review

Resolute Advisors sold out of Invesco Water Resources ETF (PHO) in Q4 2022, closing a stake of 635 shares — an estimated $29K sold.

Resolute Advisors first reported a position in PHO in Q3 2021 and held it in 5 quarters. The position peaked at $39K in Q4 2021. 306 funds tracked by Wall St. Rank hold PHO as of Q4 2022.

  • Resolute Advisors reported no remaining Invesco Water Resources ETF position as of Q4 2022 after selling out during the quarter.
  • Resolute Advisors sold 635 Invesco Water Resources ETF shares in Q4 2022, an estimated $29K.
  • Resolute Advisors first reported a position in Invesco Water Resources ETF in Q3 2021 and held it in 5 quarters.
  • Resolute Advisors's Invesco Water Resources ETF position peaked at $39K in Q4 2021.
  • 306 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2022.

Based on Resolute Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.