Bank Julius Baer & Co’s Invesco Water Resources ETF PHO Stock Holding History

Bank Julius Baer & Co’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
2025 Q2	–	Sell	-800	Closed	-$51.6K	–	630
2025 Q1	$51.6K	Buy	+800	New	+$53.2K	﹤0.01%	541
2022 Q1	–	Sell	-1,175	Closed	-$71K	–	744
2021 Q4	$71K	Sell	1,175 -925	-44%	-$53.8K	﹤0.01%	628
2021 Q3	$115K	Buy	+2,100	New	+$119K	﹤0.01%	617
2021 Q1	–	Sell	-6,071	Closed	-$282K	–	874
2020 Q4	$282K	Buy	6,071 +531	+10%	+$23.2K	﹤0.01%	521
2020 Q3	$220K	Sell	5,540 -475	-8%	-$18.6K	﹤0.01%	490
2020 Q2	$219K	Sell	6,015 -221	-4%	-$7.67K	﹤0.01%	446
2020 Q1	$195K	Buy	+6,236	New	+$231K	﹤0.01%	399

Other funds holding PHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GWM

Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank Julius Baer & Co's PHO Position: Q2 2025 in Review

Bank Julius Baer & Co sold out of Invesco Water Resources ETF (PHO) in Q2 2025, closing a stake of 800 shares — an estimated $51.6K sold.

Bank Julius Baer & Co first reported a position in PHO in Q1 2020 and held it in 7 quarters. The position peaked at $282K in Q4 2020. 395 funds tracked by Wall St. Rank hold PHO as of Q2 2025.

Bank Julius Baer & Co reported no remaining Invesco Water Resources ETF position as of Q2 2025 after selling out during the quarter.
Bank Julius Baer & Co sold 800 Invesco Water Resources ETF shares in Q2 2025, an estimated $51.6K.
Bank Julius Baer & Co first reported a position in Invesco Water Resources ETF in Q1 2020 and held it in 7 quarters.
Bank Julius Baer & Co's Invesco Water Resources ETF position peaked at $282K in Q4 2020.
395 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2025.

Based on Bank Julius Baer & Co's 13F filing for Q2 2025, filed 12 Aug 2025.