CAM
PHO icon

Cresset Asset Management’s Invesco Water Resources ETF PHO Stock Holding History

Cresset Asset Management’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 		$907K Sell
13,565
-1,267
-9% -$90.2K ﹤0.01% 820
2025
Q4 		$1.04M Hold
14,832
– – ﹤0.01% 774
2025
Q3 		$1.07M Hold
14,832
– – ﹤0.01% 730
2025
Q2 		$1.04M Hold
14,832
– – 0.01% 678
2025
Q1 		$957K Sell
14,832
-2,920
-16% -$194K ﹤0.01% 800
2024
Q4 		$1.17M Sell
17,752
-3,714
-17% -$259K 0.01% 740
2024
Q3 		$1.51M Sell
21,466
-3,960
-16% -$269K 0.01% 956
2024
Q2 		$1.65M Buy
25,426
+14,355
+130% +$944K 0.01% 816
2024
Q1 		$737K Buy
11,071
+2,784
+34% +$173K ﹤0.01% 1140
2023
Q4 		$504K Buy
8,287
+86
+1% +$4.74K ﹤0.01% 1233
2023
Q3 		$436K Hold
8,201
– – ﹤0.01% 1252
2023
Q2 		$462K Buy
+8,201
New +$438K ﹤0.01% 1318

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UBS Group
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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