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

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

1832 Asset Management

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

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

Commonwealth Equity Services

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

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

PNC Financial Services Group

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

Royal Bank of Canada

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

Carson Wealth (CWM LLC)

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