Ameriprise
PHO icon

Ameriprise’s Invesco Water Resources ETF PHO Stock Holding History

Ameriprise’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
2026
Q1 		$3.93M Buy
58,720
+5,719
+11% +$407K ﹤0.01% 2587
2025
Q4 		$3.73M Sell
53,001
-16,292
-24% -$1.17M ﹤0.01% 2641
2025
Q3 		$5M Sell
69,293
-10,865
-14% -$778K ﹤0.01% 2455
2025
Q2 		$5.6M Buy
80,158
+1,361
+2% +$90.3K ﹤0.01% 2272
2025
Q1 		$5.08M Buy
78,797
+3,651
+5% +$243K ﹤0.01% 2302
2024
Q4 		$4.94M Sell
75,146
-10,567
-12% -$737K ﹤0.01% 2360
2024
Q3 		$6.05M Sell
85,713
-4,371
-5% -$297K ﹤0.01% 2243
2024
Q2 		$5.85M Buy
90,084
+4,073
+5% +$268K ﹤0.01% 2192
2024
Q1 		$5.78M Sell
86,011
-133,314
-61% -$8.28M ﹤0.01% 2256
2023
Q4 		$13.3M Buy
219,325
+13,390
+7% +$738K ﹤0.01% 1549
2023
Q3 		$10.9M Buy
205,935
+117,633
+133% +$6.6M ﹤0.01% 1626
2023
Q2 		$4.98M Buy
88,302
+4,088
+5% +$219K ﹤0.01% 2347
2023
Q1 		$4.49M Sell
84,214
-12,433
-13% -$659K ﹤0.01% 2396
2022
Q4 		$5.26M Buy
96,647
+36,942
+62% +$1.86M ﹤0.01% 2255
2022
Q3 		$2.74M Sell
59,705
-438
-0.7% -$21.9K ﹤0.01% 2628
2022
Q2 		$2.78M Buy
60,143
+9,121
+18% +$445K ﹤0.01% 2664
2022
Q1 		$2.71M Sell
51,022
-108
-0.2% -$5.72K ﹤0.01% 2782
2021
Q4 		$3.11M Buy
51,130
+1,969
+4% +$114K ﹤0.01% 2768
2021
Q3 		$2.69M Buy
49,161
+2,536
+5% +$144K ﹤0.01% 2754
2021
Q2 		$2.5M Sell
46,625
-871
-2% -$45.6K ﹤0.01% 2840
2021
Q1 		$2.35M Buy
47,496
+3,088
+7% +$149K ﹤0.01% 2799
2020
Q4 		$2.06M Buy
44,408
+12,971
+41% +$568K ﹤0.01% 2787
2020
Q3 		$1.25M Buy
31,437
+2,263
+8% +$88.5K ﹤0.01% 2878
2020
Q2 		$1.06M Sell
29,174
-7,369
-20% -$256K ﹤0.01% 2894
2020
Q1 		$1.15M Sell
36,543
-20,183
-36% -$749K ﹤0.01% 2758
2019
Q4 		$2.18M Buy
56,726
+22,045
+64% +$818K ﹤0.01% 2694
2019
Q3 		$1.27M Buy
34,681
+1,113
+3% +$40.1K ﹤0.01% 2915
2019
Q2 		$1.2M Buy
33,568
+169
+0.5% +$5.79K ﹤0.01% 2989
2019
Q1 		$1.14M Buy
33,399
+7,607
+29% +$243K ﹤0.01% 2988
2018
Q4 		$728K Buy
25,792
+1,215
+5% +$35.9K ﹤0.01% 3060
2018
Q3 		$782K Buy
24,577
+2,009
+9% +$63.2K ﹤0.01% 3161
2018
Q2 		$682K Buy
22,568
+788
+4% +$24.1K ﹤0.01% 3144
2018
Q1 		$664K Buy
21,780
+2,783
+15% +$85.1K ﹤0.01% 3124
2017
Q4 		$575K Buy
18,997
+1,236
+7% +$36.5K ﹤0.01% 3168
2017
Q3 		$506K Sell
17,761
-509
-3% -$13.9K ﹤0.01% 3217
2017
Q2 		$493K Buy
18,270
+2,640
+17% +$70.4K ﹤0.01% 3238
2017
Q1 		$407K Buy
15,630
+634
+4% +$16.2K ﹤0.01% 3251
2016
Q4 		$369K Sell
14,996
-4,883
-25% -$119K ﹤0.01% 3402
2016
Q3 		$489K Buy
19,879
+5,355
+37% +$130K ﹤0.01% 3215
2016
Q2 		$343K Sell
14,524
-939
-6% -$21.5K ﹤0.01% 3328
2016
Q1 		$340K Sell
15,463
-13,108
-46% -$268K ﹤0.01% 3314
2015
Q4 		$619K Buy
28,571
+15,909
+126% +$351K ﹤0.01% 3160
2015
Q3 		$260K Buy
12,662
+1,319
+12% +$30.2K ﹤0.01% 3543
2015
Q2 		$283K Buy
11,343
+2,705
+31% +$68.9K ﹤0.01% 3676
2015
Q1 		$215K Sell
8,638
-1,616
-16% -$40.4K ﹤0.01% 3556
2014
Q4 		$264K Sell
10,254
-73
-0.7% -$1.85K ﹤0.01% 3396
2014
Q3 		$254K Sell
10,327
-1,356
-12% -$34.8K ﹤0.01% 3311
2014
Q2 		$311K Buy
11,683
+1,946
+20% +$51.2K ﹤0.01% 3144
2014
Q1 		$260K Buy
9,737
+130
+1% +$3.4K ﹤0.01% 3155
2013
Q4 		$252K Buy
9,607
+160
+2% +$3.96K ﹤0.01% 3065
2013
Q3 		$226K Sell
9,447
-893
-9% -$20.6K ﹤0.01% 3132
2013
Q2 		$228K Buy
+10,340
New +$232K ﹤0.01% 3037

Other funds holding PHO

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise's PHO Position: Q1 2026 in Review

Ameriprise increased its Invesco Water Resources ETF (PHO) stake by 11% in Q1 2026, buying an estimated $407K and bringing the position to 58,720 shares worth $3.93M. The position accounts for ﹤0.01% of the portfolio, ranked #2587.

Ameriprise first reported a position in PHO in Q2 2013 and has held it in 52 quarters since. The position peaked at $13.3M in Q4 2023. 365 funds tracked by Wall St. Rank hold PHO as of Q1 2026.

  • Ameriprise held 58,720 shares of Invesco Water Resources ETF worth $3.93M as of Q1 2026.
  • Ameriprise bought 5,719 Invesco Water Resources ETF shares in Q1 2026, an estimated $407K.
  • Invesco Water Resources ETF made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #2587 holding.
  • Ameriprise first reported a position in Invesco Water Resources ETF in Q2 2013 and has held it in 52 quarters since.
  • Ameriprise's Invesco Water Resources ETF position peaked at $13.3M in Q4 2023.
  • 365 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.