Bessemer Group
PHO icon

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
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
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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B 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 $528B 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