SFP
PHO icon

Sweet Financial Partners’s Invesco Water Resources ETF PHO Stock Holding History

Sweet Financial Partners’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
Q3 		– Sell
-4,582
Closed -$212K – 175
2022
Q2 		$212K Buy
4,582
+2
+0% +$98 0.07% 158
2022
Q1 		$243K Hold
4,580
– – 0.07% 149
2021
Q4 		$279K Buy
+4,580
New +$266K 0.12% 114

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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Sweet Financial Partners's PHO Position: Q3 2022 in Review

Sweet Financial Partners sold out of Invesco Water Resources ETF (PHO) in Q3 2022, closing a stake of 4,582 shares — an estimated $212K sold.

Sweet Financial Partners first reported a position in PHO in Q4 2021 and held it in 3 quarters. The position peaked at $279K in Q4 2021. 294 funds tracked by Wall St. Rank hold PHO as of Q3 2022.

  • Sweet Financial Partners reported no remaining Invesco Water Resources ETF position as of Q3 2022 after selling out during the quarter.
  • Sweet Financial Partners sold 4,582 Invesco Water Resources ETF shares in Q3 2022, an estimated $212K.
  • Sweet Financial Partners first reported a position in Invesco Water Resources ETF in Q4 2021 and held it in 3 quarters.
  • Sweet Financial Partners's Invesco Water Resources ETF position peaked at $279K in Q4 2021.
  • 294 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2022.

Based on Sweet Financial Partners's 13F filing for Q3 2022, filed 10 Nov 2022.