U.S. Capital Wealth Advisors’s Invesco Water Resources ETF PHO Stock Holding History

U.S. Capital 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
2024 Q2	–	Sell	-3,966	Closed	-$264K	–	708
2024 Q1	$264K	Hold	3,966	–	–	0.01%	593
2023 Q4	$241K	Hold	3,966	–	–	0.01%	596
2023 Q3	$211K	Hold	3,966	–	–	0.01%	590
2023 Q2	$224K	Buy	3,966 +30	+0.8%	+$1.6K	0.01%	602
2023 Q1	$210K	Hold	3,936	–	–	0.01%	602
2022 Q4	$203K	Buy	+3,936	New	+$199K	0.01%	600
2022 Q2	–	Sell	-3,936	Closed	-$209K	–	722
2022 Q1	$209K	Hold	3,936	–	–	0.01%	664
2021 Q4	$239K	Hold	3,936	–	–	0.01%	646
2021 Q3	$215K	Buy	+3,936	New	+$223K	0.01%	680

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 $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Commonwealth Equity Services

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

PNC Financial Services Group

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

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return