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

Bleakley 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
2025
Q1 		– Sell
-4,145
Closed -$273K – 854
2024
Q4 		$273K Buy
4,145
+1
+0% +$70 0.01% 835
2024
Q3 		$292K Buy
+4,144
New +$281K 0.01% 792

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GWM
Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return

Bleakley Financial Group's PHO Position: Q1 2025 in Review

Bleakley Financial Group sold out of Invesco Water Resources ETF (PHO) in Q1 2025, closing a stake of 4,145 shares — an estimated $273K sold.

Bleakley Financial Group first reported a position in PHO in Q3 2024 and held it in 2 quarters. The position peaked at $292K in Q3 2024. 373 funds tracked by Wall St. Rank hold PHO as of Q1 2025.

  • Bleakley Financial Group reported no remaining Invesco Water Resources ETF position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 4,145 Invesco Water Resources ETF shares in Q1 2025, an estimated $273K.
  • Bleakley Financial Group first reported a position in Invesco Water Resources ETF in Q3 2024 and held it in 2 quarters.
  • Bleakley Financial Group's Invesco Water Resources ETF position peaked at $292K in Q3 2024.
  • 373 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.