TCI Wealth Advisors’s Invesco Water Resources ETF PHO Stock Holding History

TCI Wealth Advisors’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 Q4	–	Sell	-56	Closed	-$3K	–	2620
2022 Q3	$3K	Buy	+56	New	+$2.79K	﹤0.01%	1818
2021 Q3	–	Sell	-50	Closed	-$3K	–	2527
2021 Q2	$3K	Buy	+50	New	+$2.62K	﹤0.01%	1825
2019 Q1	–	Sell	-20	Closed	-$1K	–	1503
2018 Q4	$1K	Buy	+20	New	+$591	﹤0.01%	1280
2014 Q4	–	Sell	-200	Closed	-$5K	–	918
2014 Q3	$5K	Buy	+200	New	+$5.13K	﹤0.01%	568

Other funds holding PHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TCI Wealth Advisors's PHO Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Invesco Water Resources ETF (PHO) in Q4 2022, closing a stake of 56 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in PHO in Q3 2014 and held it in 4 quarters. The position peaked at $5K in Q3 2014. 306 funds tracked by Wall St. Rank hold PHO as of Q4 2022.

TCI Wealth Advisors reported no remaining Invesco Water Resources ETF position as of Q4 2022 after selling out during the quarter.
TCI Wealth Advisors sold 56 Invesco Water Resources ETF shares in Q4 2022, an estimated $3K.
TCI Wealth Advisors first reported a position in Invesco Water Resources ETF in Q3 2014 and held it in 4 quarters.
TCI Wealth Advisors's Invesco Water Resources ETF position peaked at $5K in Q3 2014.
306 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.