CIBC World Market
PHO icon

CIBC World Market’s Invesco Water Resources ETF PHO Stock Holding History

CIBC World Market’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 		$247K Sell
3,687
-30,713
-89% -$2.19M ﹤0.01% 1343
2025
Q4 		$2.42M Sell
34,400
-462
-1% -$33.3K ﹤0.01% 730
2025
Q3 		$2.51M Buy
34,862
+229
+0.7% +$16.4K 0.01% 749
2025
Q2 		$2.42M Buy
34,633
+556
+2% +$36.9K 0.01% 687
2025
Q1 		$2.2M Buy
34,077
+29,462
+638% +$1.96M 0.01% 703
2024
Q4 		$304K Buy
4,615
+1,244
+37% +$86.7K ﹤0.01% 1165
2024
Q3 		$238K Sell
3,371
-17
-0.5% -$1.15K ﹤0.01% 1198
2024
Q2 		$220K Buy
+3,388
New +$223K ﹤0.01% 1172
2021
Q4 		– Sell
-3,770
Closed -$206K – 1404
2021
Q3 		$206K Buy
+3,770
New +$214K ﹤0.01% 1258

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