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Valeo Financial Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Valeo Financial 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
2018
Q2 		– Sell
-475
Closed -$14K – 1721
2018
Q1 		$14K Buy
+475
New +$14.5K ﹤0.01% 838

Other funds holding PHO

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PL
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return
RMAM
Raab & Moskowitz Asset Management Chatham, New Jersey $497M AUM 26.8% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $546M AUM 24.97% 1-Year Est. Return

Valeo Financial Advisors's PHO Position: Q2 2018 in Review

Valeo Financial Advisors sold out of Invesco Water Resources ETF (PHO) in Q2 2018, closing a stake of 475 shares — an estimated $14K sold.

Valeo Financial Advisors first reported a position in PHO in Q1 2018 and held it in 1 quarter. The position peaked at $14K in Q1 2018. 158 funds tracked by Wall St. Rank hold PHO as of Q2 2018.

  • Valeo Financial Advisors reported no remaining Invesco Water Resources ETF position as of Q2 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 475 Invesco Water Resources ETF shares in Q2 2018, an estimated $14K.
  • Valeo Financial Advisors first reported a position in Invesco Water Resources ETF in Q1 2018 and held it in 1 quarter.
  • Valeo Financial Advisors's Invesco Water Resources ETF position peaked at $14K in Q1 2018.
  • 158 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2018.

Based on Valeo Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.