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
2017
Q1 		– Sell
-100
Closed -$2K – 6942
2016
Q4 		$2K Buy
+100
New +$2.44K ﹤0.01% 6844
2016
Q2 		– Sell
-900
Closed -$20K – 7190
2016
Q1 		$20K Hold
900
– – ﹤0.01% 6748
2015
Q4 		$20K Sell
900
-300
-25% -$6.63K ﹤0.01% 6846
2015
Q3 		$25K Sell
1,200
-1,400
-54% -$32K ﹤0.01% 6978
2015
Q2 		$65K Buy
2,600
+2,400
+1,200% +$61.1K ﹤0.01% 6790
2015
Q1 		$5K Sell
200
-10,300
-98% -$257K ﹤0.01% 7010
2014
Q4 		$270K Buy
10,500
+8,900
+556% +$226K ﹤0.01% 5891
2014
Q3 		$39K Buy
1,600
+600
+60% +$15.4K ﹤0.01% 6886
2014
Q2 		$27K Sell
1,000
-1,100
-52% -$28.9K ﹤0.01% 6843
2014
Q1 		$56K Sell
2,100
-2,000
-49% -$52.3K ﹤0.01% 6538
2013
Q4 		$108K Buy
4,100
+1,600
+64% +$39.6K ﹤0.01% 6249
2013
Q3 		$60K Buy
2,500
+1,800
+257% +$41.5K ﹤0.01% 6274
2013
Q2 		$15K Buy
+700
New +$15.7K ﹤0.01% 6216

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.