CIBC Private Wealth Group’s Invesco Water Resources ETF PHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.69M | Sell |
24,007
-936
| -4% | -$67.4K | ﹤0.01% | 617 |
|
|
2025
Q3 | $1.8M | Sell |
24,943
-80
| -0.3% | -$5.73K | ﹤0.01% | 590 |
|
|
2025
Q2 | $1.75M | Sell |
25,023
-1,894
| -7% | -$126K | ﹤0.01% | 574 |
|
|
2025
Q1 | $1.56M | Sell |
26,917
-1,793
| -6% | -$119K | ﹤0.01% | 576 |
|
|
2024
Q4 | $1.88M | Buy |
28,710
+6
| +0% | +$418 | ﹤0.01% | 578 |
|
|
2024
Q3 | $2.02M | Buy |
28,704
+305
| +1% | +$20.7K | ﹤0.01% | 565 |
|
|
2024
Q2 | $1.83M | Buy |
28,399
+1,149
| +4% | +$75.6K | ﹤0.01% | 555 |
|
|
2024
Q1 | $1.8M | Buy |
27,250
+4,958
| +22% | +$308K | ﹤0.01% | 562 |
|
|
2023
Q4 | $1.36M | Sell |
22,292
-151
| -0.7% | -$8.32K | ﹤0.01% | 576 |
|
|
2023
Q3 | $1.19M | Buy |
22,443
+2,192
| +11% | +$123K | ﹤0.01% | 574 |
|
|
2023
Q2 | $1.14M | Buy |
20,251
+8
| +0% | +$428 | ﹤0.01% | 576 |
|
|
2023
Q1 | $1.08M | Buy |
20,243
+7
| +0% | +$371 | ﹤0.01% | 597 |
|
|
2022
Q4 | $1.04K | Buy |
20,236
+10
| +0% | +$504 | ﹤0.01% | 770 |
|
|
2022
Q3 | $925K | Sell |
20,226
-651
| -3% | -$32.5K | ﹤0.01% | 601 |
|
|
2022
Q2 | $965K | Buy |
20,877
+4
| +0% | +$195 | ﹤0.01% | 599 |
|
|
2022
Q1 | $1.11M | Sell |
20,873
-96
| -0.5% | -$5.09K | ﹤0.01% | 622 |
|
|
2021
Q4 | $1.28M | Buy |
20,969
+2,057
| +11% | +$120K | ﹤0.01% | 608 |
|
|
2021
Q3 | $1.03M | Buy |
18,912
+7
| +0% | +$397 | ﹤0.01% | 620 |
|
|
2021
Q2 | $1.01M | Buy |
18,905
+1
| +0% | +$52 | ﹤0.01% | 666 |
|
|
2021
Q1 | $934K | Sell |
18,904
-539
| -3% | -$26.1K | ﹤0.01% | 681 |
|
|
2020
Q4 | $903K | Buy |
19,443
+1
| +0% | +$44 | ﹤0.01% | 651 |
|
|
2020
Q3 | $771K | Buy |
+19,442
| New | +$761K | ﹤0.01% | 606 |
|
|
2020
Q2 | – | Sell |
-18,658
| Closed | -$585K | – | 755 |
|
|
2020
Q1 | $585K | Sell |
18,658
-2,429
| -12% | -$90.1K | ﹤0.01% | 596 |
|
|
2019
Q4 | $815K | Buy |
21,087
+2,421
| +13% | +$89.8K | ﹤0.01% | 613 |
|
|
2019
Q3 | $683K | Buy |
18,666
+86
| +0.5% | +$3.1K | ﹤0.01% | 633 |
|
|
2019
Q2 | $662K | Sell |
18,580
-49
| -0.3% | -$1.68K | ﹤0.01% | 658 |
|
|
2019
Q1 | $633K | Buy |
+18,629
| New | +$594K | ﹤0.01% | 675 |
|
|
2018
Q4 | – | Sell |
-6,327
| Closed | -$201K | – | 936 |
|
|
2018
Q3 | $201K | Sell |
6,327
-3,148
| -33% | -$99K | ﹤0.01% | 924 |
|
|
2018
Q2 | $286K | Sell |
9,475
-20,564
| -68% | -$628K | ﹤0.01% | 865 |
|
|
2018
Q1 | $915K | Hold |
30,039
| – | – | ﹤0.01% | 657 |
|
|
2017
Q4 | $909K | Sell |
30,039
-1,649
| -5% | -$48.8K | ﹤0.01% | 670 |
|
|
2017
Q3 | $903K | Buy |
+31,688
| New | +$866K | ﹤0.01% | 665 |
|
Other funds holding PHO
SWM
PWM
CIBC Private Wealth Group's PHO Position: Q4 2025 in Review
CIBC Private Wealth Group reduced its Invesco Water Resources ETF (PHO) stake by 3.8% in Q4 2025, selling an estimated $67.4K and leaving 24,007 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #617.
CIBC Private Wealth Group first reported a position in PHO in Q3 2017 and has held it in 32 quarters since. The position peaked at $2.02M in Q3 2024. 378 funds tracked by Wall St. Rank hold PHO as of Q4 2025.
- CIBC Private Wealth Group held 24,007 shares of Invesco Water Resources ETF worth $1.69M as of Q4 2025.
- CIBC Private Wealth Group sold 936 Invesco Water Resources ETF shares in Q4 2025, an estimated $67.4K.
- Invesco Water Resources ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #617 holding.
- CIBC Private Wealth Group first reported a position in Invesco Water Resources ETF in Q3 2017 and has held it in 32 quarters since.
- CIBC Private Wealth Group's Invesco Water Resources ETF position peaked at $2.02M in Q3 2024.
- 378 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2025.
Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.