Bessemer Group’s Invesco Water Resources ETF PHO Stock Holding History

Bessemer 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	$475K	Hold	6,880	–	–	﹤0.01%	1186
2026 Q1	$460K	Hold	6,880	–	–	﹤0.01%	1156
2025 Q4	$484K	Hold	6,880	–	–	﹤0.01%	1142
2025 Q3	$496K	Hold	6,880	–	–	﹤0.01%	858
2025 Q2	$481K	Sell	6,880 -101	-1%	-$6.7K	﹤0.01%	831
2025 Q1	$450K	Buy	6,981 +101	+1%	+$6.72K	﹤0.01%	902
2024 Q4	$453K	Hold	6,880	–	–	﹤0.01%	908
2024 Q3	$485K	Hold	6,880	–	–	﹤0.01%	899
2024 Q2	$447K	Hold	6,880	–	–	﹤0.01%	822
2024 Q1	$458K	Hold	6,880	–	–	﹤0.01%	831
2023 Q4	$419K	Hold	6,880	–	–	﹤0.01%	871
2023 Q3	$366K	Buy	6,880 +3,470	+102%	+$195K	﹤0.01%	890
2023 Q2	$193K	Hold	3,410	–	–	﹤0.01%	1055
2023 Q1	$182K	Hold	3,410	–	–	﹤0.01%	919
2022 Q4	$176K	Buy	3,410 +2,000	+142%	+$101K	﹤0.01%	920
2022 Q3	$65K	Buy	+1,410	New	+$70.4K	﹤0.01%	1121

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

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

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

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

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

Bessemer Group's PHO Position: Q2 2026 in Review

Bessemer Group held its Invesco Water Resources ETF (PHO) position steady in Q2 2026 at 6,880 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #1186.

Bessemer Group first reported a position in PHO in Q3 2022 and has held it in 16 quarters since. The position peaked at $496K in Q3 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Bessemer Group held 6,880 shares of Invesco Water Resources ETF worth $475K as of Q2 2026.
Bessemer Group left its Invesco Water Resources ETF share count unchanged in Q2 2026.
Invesco Water Resources ETF made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #1186 holding.
Bessemer Group first reported a position in Invesco Water Resources ETF in Q3 2022 and has held it in 16 quarters since.
Bessemer Group's Invesco Water Resources ETF position peaked at $496K in Q3 2025.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

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