TIAM2
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Tru Independence Asset Management 2’s Invesco Water Resources ETF PHO Stock Holding History

Tru Independence Asset Management 2’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
2021
Q1 		– Sell
-550
Closed -$26K – 330
2020
Q4 		$26K Buy
+550
New +$24.1K 0.02% 230

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FNBTCON
First National Bank & Trust Co of Newtown Newtown, Pennsylvania $492M AUM 22.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Tru Independence Asset Management 2's PHO Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of Invesco Water Resources ETF (PHO) in Q1 2021, closing a stake of 550 shares — an estimated $26K sold.

Tru Independence Asset Management 2 first reported a position in PHO in Q4 2020 and held it in 1 quarter. The position peaked at $26K in Q4 2020. 253 funds tracked by Wall St. Rank hold PHO as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining Invesco Water Resources ETF position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 550 Invesco Water Resources ETF shares in Q1 2021, an estimated $26K.
  • Tru Independence Asset Management 2 first reported a position in Invesco Water Resources ETF in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's Invesco Water Resources ETF position peaked at $26K in Q4 2020.
  • 253 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.