WA
PHO icon

WFG Advisors’s Invesco Water Resources ETF PHO Stock Holding History

WFG 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
2017
Q2 		$13K Buy
487
+1
+0.2% +$27 ﹤0.01% 1065
2017
Q1 		$13K Hold
486
– – ﹤0.01% 1007
2016
Q4 		$12K Hold
486
– – ﹤0.01% 1062
2016
Q3 		$12K Buy
486
+250
+106% +$6.06K ﹤0.01% 1081
2016
Q2 		$6K Hold
236
– – ﹤0.01% 1213
2016
Q1 		$5K Hold
236
– – ﹤0.01% 1199
2015
Q4 		$5K Hold
236
– – ﹤0.01% 1233
2015
Q3 		$5K Hold
236
– – ﹤0.01% 1267
2015
Q2 		$6K Sell
236
-1
-0.4% -$25 ﹤0.01% 1316
2015
Q1 		$6K Sell
237
-200
-46% -$5K ﹤0.01% 1331
2014
Q4 		$11K Hold
437
– – ﹤0.01% 1423
2014
Q3 		$11K Hold
437
– – ﹤0.01% 1470
2014
Q2 		$12K Hold
437
– – ﹤0.01% 1430
2014
Q1 		$12K Hold
437
– – ﹤0.01% 1420
2013
Q4 		$11K Hold
437
– – ﹤0.01% 1551
2013
Q3 		$10K Sell
437
-306
-41% -$7.06K ﹤0.01% 1524
2013
Q2 		$16K Buy
+743
New +$16.7K ﹤0.01% 1295

Other funds holding PHO

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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 $464M AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RMAM
Raab & Moskowitz Asset Management Chatham, New Jersey $450M AUM 21.5% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return