Citadel Advisors
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Citadel Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Citadel Advisors’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
Q3 		– Sell
-14,900
Closed -$1.04M – 13779
2025
Q2 		$1.04M Sell
14,900
-29,100
-66% -$1.93M ﹤0.01% 6992
2025
Q1 		$2.84M Buy
44,000
+12,400
+39% +$825K ﹤0.01% 4870
2024
Q4 		$2.08M Buy
31,600
+16,800
+114% +$1.17M ﹤0.01% 5549
2024
Q3 		$1.04M Buy
14,800
+3,100
+26% +$211K ﹤0.01% 6785
2024
Q2 		$759K Buy
11,700
+4,900
+72% +$322K ﹤0.01% 7162
2024
Q1 		$453K Buy
6,800
+900
+15% +$55.9K ﹤0.01% 8610
2023
Q4 		$359K Sell
5,900
-7,800
-57% -$430K ﹤0.01% 8787
2023
Q3 		$729K Sell
13,700
-200
-1% -$11.2K ﹤0.01% 7261
2023
Q2 		$784K Buy
13,900
+11,400
+456% +$609K ﹤0.01% 6967
2023
Q1 		$133K Buy
2,500
+1,200
+92% +$63.6K ﹤0.01% 10832
2022
Q4 		$67K Sell
1,300
-9,600
-88% -$484K ﹤0.01% 11761
2022
Q3 		$499K Buy
+10,900
New +$544K ﹤0.01% 8455
2021
Q4 		– Sell
-8,200
Closed -$449K – 14500
2021
Q3 		$449K Sell
8,200
-2,400
-23% -$136K ﹤0.01% 10141
2021
Q2 		$567K Buy
10,600
+4,100
+63% +$214K ﹤0.01% 9781
2021
Q1 		$321K Buy
+6,500
New +$315K ﹤0.01% 10699

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
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 $570B 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

Citadel Advisors's PHO Position: Q1 2026 in Review

Citadel Advisors sold out of Invesco Water Resources ETF (PHO) in Q1 2026, closing a stake of 6,567 shares — an estimated $462K sold.

Citadel Advisors first reported a position in PHO in Q1 2014 and held it in 45 quarters. The position peaked at $5.12M in Q3 2020. 365 funds tracked by Wall St. Rank hold PHO as of Q1 2026.

  • Citadel Advisors reported no remaining Invesco Water Resources ETF position as of Q1 2026 after selling out during the quarter.
  • Citadel Advisors sold 6,567 Invesco Water Resources ETF shares in Q1 2026, an estimated $462K.
  • Citadel Advisors first reported a position in Invesco Water Resources ETF in Q1 2014 and held it in 45 quarters.
  • Citadel Advisors's Invesco Water Resources ETF position peaked at $5.12M in Q3 2020.
  • 365 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.