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

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-2,600	Closed	-$88K	–	1583
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

Other funds holding PHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 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

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

FNBTCON

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

BCM

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

Wealthspire Advisors (Maryland)'s PHO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Invesco Water Resources ETF (PHO) in Q2 2019, closing a stake of 2,600 shares — an estimated $88K sold.

Wealthspire Advisors (Maryland) first reported a position in PHO in Q4 2015 and held it in 14 quarters. The position peaked at $139K in Q3 2018. 190 funds tracked by Wall St. Rank hold PHO as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Invesco Water Resources ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 2,600 Invesco Water Resources ETF shares in Q2 2019, an estimated $88K.
Wealthspire Advisors (Maryland) first reported a position in Invesco Water Resources ETF in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Invesco Water Resources ETF position peaked at $139K in Q3 2018.
190 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.