Cerity Partners
PHO icon

Cerity Partners’s Invesco Water Resources ETF PHO Stock Holding History

Cerity Partners’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 		$3.84M Sell
55,621
-2,526
-4% -$171K ﹤0.01% 1227
2026
Q1 		$3.89M Sell
58,147
-1,089
-2% -$77.5K 0.01% 1143
2025
Q4 		$4.17M Sell
59,236
-283
-0.5% -$20.4K 0.01% 1004
2025
Q3 		$4.29M Buy
59,519
+29
+0% +$2.08K 0.01% 927
2025
Q2 		$4.16M Buy
59,490
+1,274
+2% +$84.6K 0.01% 894
2025
Q1 		$3.76M Hold
58,216
– – 0.01% 843
2024
Q4 		$3.83M Buy
58,216
+1,374
+2% +$95.8K 0.01% 826
2024
Q3 		$4.01M Buy
56,842
+904
+2% +$61.4K 0.01% 801
2024
Q2 		$3.63M Sell
55,938
-549
-1% -$36.1K 0.01% 708
2024
Q1 		$3.76M Sell
56,487
-639
-1% -$39.7K 0.01% 748
2023
Q4 		$3.48M Buy
57,126
+12,336
+28% +$679K 0.01% 627
2023
Q3 		$2.38M Sell
44,790
-12,967
-22% -$728K 0.01% 540
2023
Q2 		$3.26M Sell
57,757
-1,525
-3% -$81.5K 0.01% 602
2023
Q1 		$3.15M Buy
59,282
+465
+0.8% +$24.6K 0.01% 590
2022
Q4 		$3.03M Buy
58,817
+52,144
+781% +$2.63M 0.02% 456
2022
Q3 		$305K Sell
6,673
-11,958
-64% -$597K ﹤0.01% 887
2022
Q2 		$861K Buy
18,631
+5,966
+47% +$291K 0.01% 592
2022
Q1 		$671K Buy
12,665
+174
+1% +$9.22K 0.01% 528
2021
Q4 		$759K Buy
+12,491
New +$726K 0.01% 488

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

Cerity Partners's PHO Position: Q2 2026 in Review

Cerity Partners reduced its Invesco Water Resources ETF (PHO) stake by 4.3% in Q2 2026, selling an estimated $171K and leaving 55,621 shares worth $3.84M. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

Cerity Partners first reported a position in PHO in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.29M in Q3 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • Cerity Partners held 55,621 shares of Invesco Water Resources ETF worth $3.84M as of Q2 2026.
  • Cerity Partners sold 2,526 Invesco Water Resources ETF shares in Q2 2026, an estimated $171K.
  • Invesco Water Resources ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1227 holding.
  • Cerity Partners first reported a position in Invesco Water Resources ETF in Q4 2021 and has held it in 19 quarters since.
  • Cerity Partners's Invesco Water Resources ETF position peaked at $4.29M in Q3 2025.
  • 379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.