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Wealthstreet Investment Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Wealthstreet Investment 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
2021
Q2 		– Sell
-25,282
Closed -$1.25M – 258
2021
Q1 		$1.25M Buy
25,282
+111
+0.4% +$5.37K 0.12% 152
2020
Q4 		$1.17M Buy
25,171
+135
+0.5% +$5.91K 0.12% 152
2020
Q3 		$993K Sell
25,036
-93
-0.4% -$3.64K 0.11% 151
2020
Q2 		$913K Sell
25,129
-891
-3% -$30.9K 0.11% 148
2020
Q1 		$815K Buy
26,020
+5,375
+26% +$199K 0.12% 144
2019
Q4 		$798K Buy
20,645
+6,870
+50% +$255K 0.09% 176
2019
Q3 		$511K Sell
13,775
-3,704
-21% -$133K 0.07% 220
2019
Q2 		$622K Sell
17,479
-486
-3% -$16.7K 0.08% 196
2019
Q1 		$610K Sell
17,965
-298
-2% -$9.5K 0.08% 195
2018
Q4 		$556K Sell
18,263
-9,868
-35% -$291K 0.08% 198
2018
Q3 		$895K Sell
28,131
-241
-0.8% -$7.58K 0.11% 164
2018
Q2 		$857K Sell
28,372
-399
-1% -$12.2K 0.11% 168
2018
Q1 		$877K Sell
28,771
-833
-3% -$25.5K 0.11% 167
2017
Q4 		$896K Buy
+29,604
New +$875K 0.11% 165

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FNBTCON
First National Bank & Trust Co of Newtown Newtown, Pennsylvania $492M AUM 22.46% 1-Year Est. Return

Wealthstreet Investment Advisors's PHO Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Invesco Water Resources ETF (PHO) in Q2 2021, closing a stake of 25,282 shares — an estimated $1.25M sold.

Wealthstreet Investment Advisors first reported a position in PHO in Q4 2017 and held it in 14 quarters. The position peaked at $1.25M in Q1 2021. 275 funds tracked by Wall St. Rank hold PHO as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Invesco Water Resources ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 25,282 Invesco Water Resources ETF shares in Q2 2021, an estimated $1.25M.
  • Wealthstreet Investment Advisors first reported a position in Invesco Water Resources ETF in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's Invesco Water Resources ETF position peaked at $1.25M in Q1 2021.
  • 275 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.