Cetera Investment Advisers
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Cetera Investment Advisers’s Invesco Water Resources ETF PHO Stock Holding History

Cetera Investment Advisers’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 		$13.8M Sell
199,876
-21,880
-10% -$1.48M 0.01% 955
2026
Q1 		$14.8M Sell
221,756
-12,270
-5% -$874K 0.02% 834
2025
Q4 		$16.5M Buy
234,026
+4,183
+2% +$301K 0.02% 748
2025
Q3 		$16.6M Buy
229,843
+11,005
+5% +$788K 0.02% 719
2025
Q2 		$15.3M Buy
218,838
+7,871
+4% +$522K 0.03% 627
2025
Q1 		$13.6M Sell
210,967
-7,531
-3% -$501K 0.03% 614
2024
Q4 		$14.4M Sell
218,498
-12,972
-6% -$904K 0.03% 542
2024
Q3 		$16.3M Sell
231,470
-2,819
-1% -$191K 0.04% 486
2024
Q2 		$15.2M Buy
234,289
+2,090
+0.9% +$138K 0.04% 483
2024
Q1 		$15.5M Buy
232,199
+213,881
+1,168% +$13.3M 0.04% 481
2023
Q4 		$1.11M Sell
18,318
-1,047
-5% -$57.7K 0.01% 1052
2023
Q3 		$1.03M Sell
19,365
-731
-4% -$41K 0.01% 1030
2023
Q2 		$1.13M Buy
20,096
+3,260
+19% +$174K 0.01% 1006
2023
Q1 		$898K Sell
16,836
-10,511
-38% -$557K 0.01% 1088
2022
Q4 		$1.41M Sell
27,347
-1,243
-4% -$62.7K 0.01% 844
2022
Q3 		$1.31M Buy
28,590
+5,599
+24% +$279K 0.03% 612
2022
Q2 		$1.06M Buy
22,991
+2,979
+15% +$145K 0.02% 768
2022
Q1 		$1.06M Sell
20,012
-12,805
-39% -$679K 0.02% 801
2021
Q4 		$2M Buy
32,817
+1,733
+6% +$101K 0.03% 557
2021
Q3 		$1.7M Buy
31,084
+17,779
+134% +$1.01M 0.03% 572
2021
Q2 		$712K Buy
13,305
+8,760
+193% +$458K 0.01% 920
2021
Q1 		$225K Buy
4,545
+200
+5% +$9.68K ﹤0.01% 1404
2020
Q4 		$202K Buy
+4,345
New +$190K ﹤0.01% 1447

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

Cetera Investment Advisers's PHO Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Invesco Water Resources ETF (PHO) stake by 9.9% in Q2 2026, selling an estimated $1.48M and leaving 199,876 shares worth $13.8M. The position accounts for 0.01% of the portfolio, ranked #955.

Cetera Investment Advisers first reported a position in PHO in Q4 2020 and has held it in 23 quarters since. The position peaked at $16.6M in Q3 2025. 378 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • Cetera Investment Advisers held 199,876 shares of Invesco Water Resources ETF worth $13.8M as of Q2 2026.
  • Cetera Investment Advisers sold 21,880 Invesco Water Resources ETF shares in Q2 2026, an estimated $1.48M.
  • Invesco Water Resources ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #955 holding.
  • Cetera Investment Advisers first reported a position in Invesco Water Resources ETF in Q4 2020 and has held it in 23 quarters since.
  • Cetera Investment Advisers's Invesco Water Resources ETF position peaked at $16.6M in Q3 2025.
  • 378 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.