Baird Financial Group
PHO icon

Baird Financial Group’s Invesco Water Resources ETF PHO Stock Holding History

Baird Financial Group’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
Q2 		$814K Buy
11,785
+44
+0.4% +$2.97K ﹤0.01% 1395
2026
Q1 		$785K Sell
11,741
-954
-8% -$67.9K ﹤0.01% 1337
2025
Q4 		$894K Sell
12,695
-862
-6% -$62.1K ﹤0.01% 1282
2025
Q3 		$978K Sell
13,557
-135
-1% -$9.67K ﹤0.01% 1258
2025
Q2 		$957K Buy
13,692
+1,110
+9% +$73.7K ﹤0.01% 1224
2025
Q1 		$812K Buy
12,582
+197
+2% +$13.1K ﹤0.01% 1253
2024
Q4 		$815K Sell
12,385
-200
-2% -$13.9K ﹤0.01% 1234
2024
Q3 		$888K Sell
12,585
-1,339
-10% -$90.9K ﹤0.01% 1214
2024
Q2 		$904K Sell
13,924
-881
-6% -$58K ﹤0.01% 1201
2024
Q1 		$986K Sell
14,805
-8,896
-38% -$553K ﹤0.01% 1163
2023
Q4 		$1.44M Sell
23,701
-399
-2% -$22K ﹤0.01% 1021
2023
Q3 		$1.28M Sell
24,100
-490
-2% -$27.5K ﹤0.01% 1045
2023
Q2 		$1.39M Sell
24,590
-3,464
-12% -$185K ﹤0.01% 1011
2023
Q1 		$1.5M Sell
28,054
-658
-2% -$34.9K ﹤0.01% 982
2022
Q4 		$1.48M Sell
28,712
-247
-0.9% -$12.5K ﹤0.01% 964
2022
Q3 		$1.32M Sell
28,959
-188
-0.6% -$9.38K ﹤0.01% 964
2022
Q2 		$1.35M Sell
29,147
-160
-0.5% -$7.8K ﹤0.01% 979
2022
Q1 		$1.55M Buy
29,307
+1,474
+5% +$78.1K ﹤0.01% 985
2021
Q4 		$1.69M Buy
27,833
+26
+0.1% +$1.51K ﹤0.01% 996
2021
Q3 		$1.52M Buy
27,807
+2,766
+11% +$157K ﹤0.01% 1043
2021
Q2 		$1.34M Buy
25,041
+1,939
+8% +$101K ﹤0.01% 1062
2021
Q1 		$1.14M Buy
23,102
+4,576
+25% +$221K ﹤0.01% 1080
2020
Q4 		$861K Sell
18,526
-830
-4% -$36.3K ﹤0.01% 1053
2020
Q3 		$768K Sell
19,356
-1,163
-6% -$45.5K ﹤0.01% 1029
2020
Q2 		$746K Sell
20,519
-113
-0.5% -$3.92K ﹤0.01% 1021
2020
Q1 		$646K Sell
20,632
-1,829
-8% -$67.8K ﹤0.01% 992
2019
Q4 		$868K Sell
22,461
-949
-4% -$35.2K ﹤0.01% 999
2019
Q3 		$857K Buy
23,410
+463
+2% +$16.7K ﹤0.01% 1016
2019
Q2 		$817K Buy
+22,947
New +$786K ﹤0.01% 1056

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Baird Financial Group's PHO Position: Q2 2026 in Review

Baird Financial Group increased its Invesco Water Resources ETF (PHO) stake by 0.37% in Q2 2026, buying an estimated $2.97K and bringing the position to 11,785 shares worth $814K. The position accounts for ﹤0.01% of the portfolio, ranked #1395.

Baird Financial Group first reported a position in PHO in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.69M in Q4 2021. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • Baird Financial Group held 11,785 shares of Invesco Water Resources ETF worth $814K as of Q2 2026.
  • Baird Financial Group bought 44 Invesco Water Resources ETF shares in Q2 2026, an estimated $2.97K.
  • Invesco Water Resources ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1395 holding.
  • Baird Financial Group first reported a position in Invesco Water Resources ETF in Q2 2019 and has held it in 29 quarters since.
  • Baird Financial Group's Invesco Water Resources ETF position peaked at $1.69M in Q4 2021.
  • 379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.