Whitener Capital Management’s Invesco Water Resources ETF PHO Stock Holding History

Whitener Capital Management’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 Q4	–	Sell	-282	Closed	-$10K	–	347
2019 Q3	$10K	Hold	282	–	–	0.01%	355
2019 Q2	$10K	Hold	282	–	–	0.01%	352
2019 Q1	$9K	Hold	282	–	–	0.01%	348
2018 Q4	$7K	Hold	282	–	–	0.01%	344
2018 Q3	$8K	Buy	+282	New	+$8.87K	0.01%	354
2018 Q2	–	Sell	-282	Closed	-$8K	–	320
2018 Q1	$8K	Hold	282	–	–	0.01%	352
2017 Q4	$8K	Buy	+282	New	+$8.34K	0.01%	341

Other funds holding PHO

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

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

Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return