Sugarloaf Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History

Sugarloaf Wealth Management’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
2024 Q4	$15.1K	Buy	+229	New	+$16K	﹤0.01%	442

Other funds holding PHO

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 $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Sugarloaf Wealth Management's PHO Position: Q4 2024 in Review

Sugarloaf Wealth Management opened a new position in Invesco Water Resources ETF (PHO) in Q4 2024: 229 shares worth $15.1K. The stake represents ﹤0.01% of the portfolio and ranks #442 among its holdings.

379 funds tracked by Wall St. Rank hold PHO as of Q4 2024.

Sugarloaf Wealth Management held 229 shares of Invesco Water Resources ETF worth $15.1K as of Q4 2024.
Invesco Water Resources ETF was a new Sugarloaf Wealth Management position in Q4 2024.
Invesco Water Resources ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #442 holding.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.