Goldman Sachs
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Goldman Sachs’s Invesco Water Resources ETF PHO Stock Holding History

Goldman Sachs’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
2016
Q4 		– Sell
-100
Closed -$2K – 7029
2016
Q3 		$2K Sell
100
-1,000
-91% -$24.3K ﹤0.01% 6968
2016
Q2 		$26K Sell
1,100
-1,500
-58% -$34.3K ﹤0.01% 6630
2016
Q1 		$57K Buy
2,600
+100
+4% +$2.04K ﹤0.01% 6363
2015
Q4 		$54K Sell
2,500
-10,800
-81% -$239K ﹤0.01% 6498
2015
Q3 		$273K Buy
13,300
+5,200
+64% +$119K ﹤0.01% 5701
2015
Q2 		$202K Buy
8,100
+5,100
+170% +$130K ﹤0.01% 6149
2015
Q1 		$75K Buy
3,000
+100
+3% +$2.5K ﹤0.01% 6553
2014
Q4 		$75K Sell
2,900
-200
-6% -$5.07K ﹤0.01% 6686
2014
Q3 		$76K Buy
3,100
+1,800
+138% +$46.1K ﹤0.01% 6694
2014
Q2 		$35K Sell
1,300
-5,100
-80% -$134K ﹤0.01% 6815
2014
Q1 		$171K Sell
6,400
-6,800
-52% -$178K ﹤0.01% 6171
2013
Q4 		$346K Sell
13,200
-15,500
-54% -$384K ﹤0.01% 5582
2013
Q3 		$686K Buy
28,700
+12,300
+75% +$284K ﹤0.01% 4894
2013
Q2 		$361K Buy
+16,400
New +$368K ﹤0.01% 5200

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Goldman Sachs's PHO Position: Q2 2026 in Review

Goldman Sachs opened a new position in Invesco Water Resources ETF (PHO) in Q2 2026: 9,403 shares worth $650K. The stake represents ﹤0.01% of the portfolio and ranks #5536 among its holdings. This is a return to the name: Goldman Sachs previously reported a position in PHO as recently as Q2 2025.

Goldman Sachs first reported a position in PHO in Q2 2013 and has held it in 41 quarters since. The position peaked at $4.68M in Q3 2013. 380 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • Goldman Sachs held 9,403 shares of Invesco Water Resources ETF worth $650K as of Q2 2026.
  • Invesco Water Resources ETF was a new Goldman Sachs position in Q2 2026.
  • Invesco Water Resources ETF made up ﹤0.01% of Goldman Sachs's portfolio in Q2 2026, its #5536 holding.
  • Goldman Sachs first reported a position in Invesco Water Resources ETF in Q2 2013 and has held it in 41 quarters since.
  • Goldman Sachs's Invesco Water Resources ETF position peaked at $4.68M in Q3 2013.
  • 380 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Goldman Sachs's 13F filing for Q2 2026, filed 14 Aug 2026.