JY
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Jeff Yass’s Invesco Water Resources ETF PHO Stock Holding History

Jeff Yass’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
Q2 		– Sell
-5,900
Closed -$394K – 14261
2026
Q1 		$394K Buy
5,900
+1,900
+48% +$135K ﹤0.01% 10252
2025
Q4 		$282K Sell
4,000
-1,700
-30% -$123K ﹤0.01% 10090
2025
Q3 		$411K Buy
5,700
+1,700
+43% +$122K ﹤0.01% 9418
2025
Q2 		$280K Buy
+4,000
New +$265K ﹤0.01% 10504
2024
Q4 		– Sell
-7,200
Closed -$508K – 12974
2024
Q3 		$508K Buy
+7,200
New +$489K ﹤0.01% 8430
2024
Q1 		– Sell
-15,000
Closed -$913K – 13071
2023
Q4 		$913K Buy
15,000
+3,300
+28% +$182K ﹤0.01% 7206
2023
Q3 		$622K Buy
11,700
+4,800
+70% +$269K ﹤0.01% 7722
2023
Q2 		$389K Buy
+6,900
New +$369K ﹤0.01% 8897
2023
Q1 		– Sell
-157,400
Closed -$8.11M – 13257
2022
Q4 		$8.11M Buy
157,400
+116,200
+282% +$5.86M ﹤0.01% 2546
2022
Q3 		$1.89M Buy
+41,200
New +$2.06M ﹤0.01% 5025
2020
Q1 		– Sell
-7,000
Closed -$270K – 10725
2019
Q4 		$270K Buy
+7,000
New +$260K ﹤0.01% 8215
2017
Q2 		– Sell
-23,400
Closed -$609K – 9662
2017
Q1 		$609K Buy
23,400
+12,700
+119% +$324K ﹤0.01% 6133
2016
Q4 		$263K Buy
10,700
+2,000
+23% +$48.8K ﹤0.01% 8203
2016
Q3 		$214K Sell
8,700
-9,900
-53% -$240K ﹤0.01% 7480
2016
Q2 		$440K Buy
18,600
+4,900
+36% +$112K ﹤0.01% 6343
2016
Q1 		$301K Buy
+13,700
New +$280K ﹤0.01% 7258
2015
Q4 		– Sell
-16,800
Closed -$345K – 9824
2015
Q3 		$345K Sell
16,800
-1,200
-7% -$27.5K ﹤0.01% 7797
2015
Q2 		$449K Buy
+18,000
New +$458K ﹤0.01% 7833
2015
Q1 		– Sell
-11,300
Closed -$291K – 9805
2014
Q4 		$291K Buy
11,300
+1,900
+20% +$48.1K ﹤0.01% 8187
2014
Q3 		$231K Sell
9,400
-36,100
-79% -$925K ﹤0.01% 8426
2014
Q2 		$1.21M Sell
45,500
-8,100
-15% -$213K ﹤0.01% 5646
2014
Q1 		$1.43M Buy
53,600
+8,200
+18% +$214K ﹤0.01% 4882
2013
Q4 		$1.19M Buy
+45,400
New +$1.12M ﹤0.01% 5188

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

Jeff Yass's PHO Position: Q2 2026 in Review

Jeff Yass increased its Invesco Water Resources ETF (PHO) stake by 111% in Q2 2026, buying an estimated $423K and bringing the position to 11,908 shares worth $823K. The position accounts for ﹤0.01% of the portfolio, ranked #8714.

Jeff Yass first reported a position in PHO in Q2 2013 and has held it in 44 quarters since. The position peaked at $2.7M in Q3 2015. 378 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • Jeff Yass held 11,908 shares of Invesco Water Resources ETF worth $823K as of Q2 2026.
  • Jeff Yass bought 6,262 Invesco Water Resources ETF shares in Q2 2026, an estimated $423K.
  • Invesco Water Resources ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #8714 holding.
  • Jeff Yass first reported a position in Invesco Water Resources ETF in Q2 2013 and has held it in 44 quarters since.
  • Jeff Yass's Invesco Water Resources ETF position peaked at $2.7M in Q3 2015.
  • 378 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.