Sowell Financial Services’s Invesco Water Resources ETF PHO Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-1,616	Closed	-$86K	–	2098
2021 Q1	$86K	Buy	1,616 +364	+29%	+$17.6K	﹤0.01%	1431
2020 Q4	$58K	Buy	1,252 +77	+7%	+$3.37K	﹤0.01%	1345
2020 Q3	$47K	Hold	1,175	–	–	﹤0.01%	1239
2020 Q2	$43K	Hold	1,175	–	–	﹤0.01%	1202
2020 Q1	$37K	Sell	1,175 -7,700	-87%	-$286K	﹤0.01%	1152
2019 Q4	$343K	Buy	8,875 +8,375	+1,675%	+$311K	0.03%	561
2019 Q3	$18K	Buy	+500	New	+$18K	﹤0.01%	1327

Other funds holding PHO

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

First National Bank & Trust Co of Newtown Newtown, Pennsylvania $464M AUM 17.66% 1-Year Est. Return