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Wealth Quarterback’s Invesco Water Resources ETF PHO Stock Holding History

Wealth Quarterback’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
Q3 		$6K Buy
104
+1
+1% +$57 ﹤0.01% 572
2021
Q2 		$6K Buy
+103
New +$5.39K ﹤0.01% 585
2020
Q2 		– Sell
-103
Closed -$3.22K – 573
2020
Q1 		$3.22K Hold
103
– – ﹤0.01% 679
2019
Q4 		$3.97K Buy
+103
New +$3.82K ﹤0.01% 675

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wealth Quarterback's PHO Position: Q3 2021 in Review

Wealth Quarterback increased its Invesco Water Resources ETF (PHO) stake by 0.97% in Q3 2021, buying an estimated $57 and bringing the position to 104 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Wealth Quarterback first reported a position in PHO in Q4 2019 and has held it in 4 quarters since. 307 funds tracked by Wall St. Rank hold PHO as of Q3 2021.

  • Wealth Quarterback held 104 shares of Invesco Water Resources ETF worth $6K as of Q3 2021.
  • Wealth Quarterback bought 1 Invesco Water Resources ETF share in Q3 2021, an estimated $57.
  • Invesco Water Resources ETF made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #572 holding.
  • Wealth Quarterback first reported a position in Invesco Water Resources ETF in Q4 2019 and has held it in 4 quarters since.
  • 307 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.