Tyler-Stone Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History

Tyler-Stone Wealth Management’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 Q3	–	Sell	-26	Closed	-$1.69K	–	768
2024 Q2	$1.69K	Hold	26	–	–	﹤0.01%	869
2024 Q1	$1.73K	Hold	26	–	–	﹤0.01%	861
2023 Q4	$1.58K	Hold	26	–	–	﹤0.01%	830
2023 Q3	$1K	Hold	26	–	–	﹤0.01%	879
2023 Q2	$1K	Buy	+26	New	+$1.39K	﹤0.01%	861
2022 Q4	$1K	Hold	26	–	–	﹤0.01%	827
2022 Q3	$1K	Hold	26	–	–	﹤0.01%	822
2022 Q2	$1K	Buy	+26	New	+$1.27K	﹤0.01%	827

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

LPL Financial San Diego, California $445B AUM 25.58% 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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Tyler-Stone Wealth Management's PHO Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Invesco Water Resources ETF (PHO) in Q3 2024, closing a stake of 26 shares — an estimated $1.69K sold.

Tyler-Stone Wealth Management first reported a position in PHO in Q2 2022 and held it in 8 quarters. The position peaked at $1.73K in Q1 2024. 388 funds tracked by Wall St. Rank hold PHO as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Invesco Water Resources ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 26 Invesco Water Resources ETF shares in Q3 2024, an estimated $1.69K.
Tyler-Stone Wealth Management first reported a position in Invesco Water Resources ETF in Q2 2022 and held it in 8 quarters.
Tyler-Stone Wealth Management's Invesco Water Resources ETF position peaked at $1.73K in Q1 2024.
388 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.