Wealthspire Advisors (Maryland)’s Invesco Water Resources ETF PHO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-2,600	Closed	-$88K	–	1616
2019 Q1	$88K	Hold	2,600	–	–	0.01%	689
2018 Q4	$73K	Sell	2,600 -1,766	-40%	-$52.2K	0.01%	714
2018 Q3	$139K	Buy	4,366 +1,516	+53%	+$47.7K	0.01%	560
2018 Q2	$86K	Hold	2,850	–	–	0.01%	766
2018 Q1	$87K	Sell	2,850 -630	-18%	-$19.3K	0.01%	758
2017 Q4	$105K	Sell	3,480 -100	-3%	-$2.96K	0.01%	695
2017 Q3	$102K	Hold	3,580	–	–	0.01%	697
2017 Q2	$97K	Buy	3,580 +100	+3%	+$2.67K	0.01%	705
2017 Q1	$91K	Sell	3,480 -60	-2%	-$1.53K	0.01%	634
2016 Q4	$87K	Hold	3,540	–	–	0.01%	620
2016 Q3	$87K	Hold	3,540	–	–	0.01%	614
2016 Q2	$84K	Hold	3,540	–	–	0.01%	571
2016 Q1	$78K	Sell	3,540 -1,262	-26%	-$25.8K	0.01%	588
2015 Q4	$104K	Buy	+4,802	New	+$106K	0.02%	511