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StrategIQ Financial Group’s Invesco Water Resources ETF PHO Stock Holding History

StrategIQ Financial Group’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
Q4 		$434K Sell
7,131
-482
-6% -$26.5K 0.05% 225
2023
Q3 		$405K Sell
7,613
-185
-2% -$10.4K 0.05% 230
2023
Q2 		$440K Sell
7,798
-115
-1% -$6.15K 0.05% 225
2023
Q1 		$422K Sell
7,913
-400
-5% -$21.2K 0.05% 212
2022
Q4 		$428K Sell
8,313
-229
-3% -$11.5K 0.05% 204
2022
Q3 		$391K Hold
8,542
– – 0.05% 199
2022
Q2 		$395K Sell
8,542
-150
-2% -$7.31K 0.05% 205
2022
Q1 		$461K Buy
8,692
+547
+7% +$29K 0.05% 202
2021
Q4 		$496K Buy
8,145
+2,475
+44% +$144K 0.05% 197
2021
Q3 		$310K Buy
+5,670
New +$322K 0.06% 171

Other funds holding PHO

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UBS Group
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LPL Financial
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HighTower Advisors
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return