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Sentinel Trust’s Invesco Water Resources ETF PHO Stock Holding History

Sentinel Trust’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
Q2 		– Sell
-3,888
Closed -$206K – 136
2022
Q1 		$206K Hold
3,888
– – 0.02% 131
2021
Q4 		$237K Buy
+3,888
New +$226K 0.03% 140

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Sentinel Trust's PHO Position: Q2 2022 in Review

Sentinel Trust sold out of Invesco Water Resources ETF (PHO) in Q2 2022, closing a stake of 3,888 shares — an estimated $206K sold.

Sentinel Trust first reported a position in PHO in Q4 2021 and held it in 2 quarters. The position peaked at $237K in Q4 2021. 299 funds tracked by Wall St. Rank hold PHO as of Q2 2022.

  • Sentinel Trust reported no remaining Invesco Water Resources ETF position as of Q2 2022 after selling out during the quarter.
  • Sentinel Trust sold 3,888 Invesco Water Resources ETF shares in Q2 2022, an estimated $206K.
  • Sentinel Trust first reported a position in Invesco Water Resources ETF in Q4 2021 and held it in 2 quarters.
  • Sentinel Trust's Invesco Water Resources ETF position peaked at $237K in Q4 2021.
  • 299 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2022.

Based on Sentinel Trust's 13F filing for Q2 2022, filed 10 Aug 2022.