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Swisher Financial Concepts’s Invesco Water Resources ETF PHO Stock Holding History

Swisher Financial Concepts’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
Q1 		– Sell
-4,059
Closed -$238K – 87
2023
Q4 		$238K Buy
+4,059
New +$224K 0.23% 68

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Swisher Financial Concepts's PHO Position: Q1 2024 in Review

Swisher Financial Concepts sold out of Invesco Water Resources ETF (PHO) in Q1 2024, closing a stake of 4,059 shares — an estimated $238K sold.

Swisher Financial Concepts first reported a position in PHO in Q4 2023 and held it in 1 quarter. The position peaked at $238K in Q4 2023. 359 funds tracked by Wall St. Rank hold PHO as of Q1 2024.

  • Swisher Financial Concepts reported no remaining Invesco Water Resources ETF position as of Q1 2024 after selling out during the quarter.
  • Swisher Financial Concepts sold 4,059 Invesco Water Resources ETF shares in Q1 2024, an estimated $238K.
  • Swisher Financial Concepts first reported a position in Invesco Water Resources ETF in Q4 2023 and held it in 1 quarter.
  • Swisher Financial Concepts's Invesco Water Resources ETF position peaked at $238K in Q4 2023.
  • 359 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2024.

Based on Swisher Financial Concepts's 13F filing for Q1 2024, filed 23 Apr 2024.