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Romano Brothers & Co’s Invesco Water Resources ETF PHO Stock Holding History

Romano Brothers & Co’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
2023
Q1 		– Sell
-1,396
Closed -$72K – 777
2022
Q4 		$72K Buy
+1,396
New +$70.4K 0.01% 418

Other funds holding PHO

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $173B AUM 20.72% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Romano Brothers & Co's PHO Position: Q1 2023 in Review

Romano Brothers & Co sold out of Invesco Water Resources ETF (PHO) in Q1 2023, closing a stake of 1,396 shares — an estimated $72K sold.

Romano Brothers & Co first reported a position in PHO in Q4 2022 and held it in 1 quarter. The position peaked at $72K in Q4 2022. 318 funds tracked by Wall St. Rank hold PHO as of Q1 2023.

  • Romano Brothers & Co reported no remaining Invesco Water Resources ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 1,396 Invesco Water Resources ETF shares in Q1 2023, an estimated $72K.
  • Romano Brothers & Co first reported a position in Invesco Water Resources ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Invesco Water Resources ETF position peaked at $72K in Q4 2022.
  • 318 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.