Woodmont Investment Counsel’s Invesco Water Resources ETF PHO Stock Holding History

Woodmont Investment Counsel’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
2024 Q2	–	Sell	-400	Closed	-$26.6K	–	325
2024 Q1	$26.6K	Buy	+400	New	+$24.9K	﹤0.01%	316
2016 Q4	–	Sell	-1,425	Closed	-$35K	–	493
2016 Q3	$35K	Buy	+1,425	New	+$34.6K	0.01%	297
2016 Q2	–	Sell	-1,425	Closed	-$31K	–	381
2016 Q1	$31K	Hold	1,425	–	–	0.01%	313
2015 Q4	$31K	Hold	1,425	–	–	0.01%	317
2015 Q3	$29K	Hold	1,425	–	–	0.01%	316
2015 Q2	$36K	Buy	+1,425	New	+$36.3K	0.01%	293

Other funds holding PHO

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 $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Woodmont Investment Counsel's PHO Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of Invesco Water Resources ETF (PHO) in Q2 2024, closing a stake of 400 shares — an estimated $26.6K sold.

Woodmont Investment Counsel first reported a position in PHO in Q2 2015 and held it in 6 quarters. The position peaked at $36K in Q2 2015. 367 funds tracked by Wall St. Rank hold PHO as of Q2 2024.

Woodmont Investment Counsel reported no remaining Invesco Water Resources ETF position as of Q2 2024 after selling out during the quarter.
Woodmont Investment Counsel sold 400 Invesco Water Resources ETF shares in Q2 2024, an estimated $26.6K.
Woodmont Investment Counsel first reported a position in Invesco Water Resources ETF in Q2 2015 and held it in 6 quarters.
Woodmont Investment Counsel's Invesco Water Resources ETF position peaked at $36K in Q2 2015.
367 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.