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

V 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
2017 Q3	–	Sell	-160	Closed	-$4K	–	568
2017 Q2	$4K	Buy	+160	New	+$4.26K	﹤0.01%	684

Other funds holding PHO

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

FNBTCON

First National Bank & Trust Co of Newtown Newtown, Pennsylvania $492M AUM 22.46% 1-Year Est. Return

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

RMAM

Raab & Moskowitz Asset Management Chatham, New Jersey $497M AUM 26.8% 1-Year Est. Return

BCM

Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

V Wealth Advisors's PHO Position: Q3 2017 in Review

V Wealth Advisors sold out of Invesco Water Resources ETF (PHO) in Q3 2017, closing a stake of 160 shares — an estimated $4K sold.

V Wealth Advisors first reported a position in PHO in Q2 2017 and held it in 1 quarter. The position peaked at $4K in Q2 2017. 143 funds tracked by Wall St. Rank hold PHO as of Q3 2017.

V Wealth Advisors reported no remaining Invesco Water Resources ETF position as of Q3 2017 after selling out during the quarter.
V Wealth Advisors sold 160 Invesco Water Resources ETF shares in Q3 2017, an estimated $4K.
V Wealth Advisors first reported a position in Invesco Water Resources ETF in Q2 2017 and held it in 1 quarter.
V Wealth Advisors's Invesco Water Resources ETF position peaked at $4K in Q2 2017.
143 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.