Corient Private Wealth
PHO icon

Corient Private Wealth’s Invesco Water Resources ETF PHO Stock Holding History

Corient Private Wealth’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 		$1.29M Sell
19,246
-251,625
-93% -$17.9M ﹤0.01% 1498
2025
Q4 		$3.08M Buy
270,871
+252,179
+1,349% +$18.2M ﹤0.01% 1290
2025
Q3 		$1.35M Sell
18,692
-1,226
-6% -$87.8K ﹤0.01% 1270
2025
Q2 		$1.39M Sell
19,918
-440
-2% -$29.2K ﹤0.01% 1205
2025
Q1 		$1.31M Sell
20,358
-497
-2% -$33.1K ﹤0.01% 1165
2024
Q4 		$1.37M Buy
20,855
+835
+4% +$58.2K ﹤0.01% 1164
2024
Q3 		$1.41M Sell
20,020
-1,184
-6% -$80.4K ﹤0.01% 1249
2024
Q2 		$1.38M Sell
21,204
-77
-0.4% -$5.07K ﹤0.01% 1197
2024
Q1 		$1.42M Sell
21,281
-880
-4% -$54.7K ﹤0.01% 1187
2023
Q4 		$1.35M Buy
22,161
+5,437
+33% +$299K ﹤0.01% 1171
2023
Q3 		$889K Buy
16,724
+5,950
+55% +$334K ﹤0.01% 1240
2023
Q2 		$608K Buy
10,774
+1,214
+13% +$64.9K ﹤0.01% 1355
2023
Q1 		$510K Buy
+9,560
New +$507K ﹤0.01% 1374

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