Sargent Bickham Lagudis’s Invesco Water Resources ETF PHO Stock Holding History

Sargent Bickham Lagudis’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	$12.8K	Hold	248	–	–	﹤0.01%	689
2022 Q3	$11K	Hold	248	–	–	﹤0.01%	680
2022 Q2	$11K	Hold	248	–	–	﹤0.01%	685
2022 Q1	$13K	Hold	248	–	–	﹤0.01%	681
2021 Q4	$15K	Hold	248	–	–	﹤0.01%	652
2021 Q3	$14K	Hold	248	–	–	﹤0.01%	661
2021 Q2	$13K	Hold	248	–	–	﹤0.01%	677
2021 Q1	$12K	Hold	248	–	–	﹤0.01%	667
2020 Q4	$12K	Hold	248	–	–	﹤0.01%	637
2020 Q3	$10K	Hold	248	–	–	﹤0.01%	600
2020 Q2	$9K	Hold	248	–	–	﹤0.01%	593
2020 Q1	$8K	Hold	248	–	–	﹤0.01%	593
2019 Q4	$10K	Hold	248	–	–	﹤0.01%	615
2019 Q3	$9K	Hold	248	–	–	﹤0.01%	581
2019 Q2	$9K	Hold	248	–	–	﹤0.01%	604
2019 Q1	$8K	Hold	248	–	–	﹤0.01%	641
2018 Q4	$7K	Hold	248	–	–	﹤0.01%	625
2018 Q3	$8K	Hold	248	–	–	﹤0.01%	641
2018 Q2	$7K	Hold	248	–	–	﹤0.01%	637
2018 Q1	$8K	Hold	248	–	–	﹤0.01%	621
2017 Q4	$7K	Hold	248	–	–	﹤0.01%	655
2017 Q3	$7K	Hold	248	–	–	﹤0.01%	665
2017 Q2	$7K	Sell	248 -193	-44%	-$5.14K	﹤0.01%	625
2017 Q1	$11K	Hold	441	–	–	﹤0.01%	578
2016 Q4	$11K	Hold	441	–	–	﹤0.01%	549
2016 Q3	$11K	Hold	441	–	–	﹤0.01%	561
2016 Q2	$10K	Hold	441	–	–	﹤0.01%	550
2016 Q1	$10K	Buy	+441	New	+$9.01K	﹤0.01%	573

Other funds holding PHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Sargent Bickham Lagudis's PHO Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Invesco Water Resources ETF (PHO) position steady in Q4 2022 at 248 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Sargent Bickham Lagudis first reported a position in PHO in Q1 2016 and has held it in 28 quarters since. The position peaked at $15K in Q4 2021. 306 funds tracked by Wall St. Rank hold PHO as of Q4 2022.

Sargent Bickham Lagudis held 248 shares of Invesco Water Resources ETF worth $12.8K as of Q4 2022.
Sargent Bickham Lagudis left its Invesco Water Resources ETF share count unchanged in Q4 2022.
Invesco Water Resources ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #689 holding.
Sargent Bickham Lagudis first reported a position in Invesco Water Resources ETF in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's Invesco Water Resources ETF position peaked at $15K in Q4 2021.
306 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.