Mercer Global Advisors
PHO icon

Mercer Global Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Mercer Global Advisors’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 		$3.31M Sell
49,501
-1,536
-3% -$109K ﹤0.01% 955
2025
Q4 		$3.59M Buy
51,037
+788
+2% +$56.8K 0.01% 840
2025
Q3 		$3.62M Sell
50,249
-683
-1% -$48.9K 0.01% 783
2025
Q2 		$3.56M Sell
50,932
-1,398
-3% -$92.8K 0.01% 681
2025
Q1 		$3.38M Buy
52,330
+881
+2% +$58.6K 0.01% 659
2024
Q4 		$3.38M Buy
51,449
+2,822
+6% +$197K 0.01% 654
2024
Q3 		$3.4M Buy
48,627
+157
+0.3% +$10.7K 0.01% 603
2024
Q2 		$3.15M Buy
48,470
+301
+0.6% +$19.8K 0.01% 575
2024
Q1 		$3.21M Sell
48,169
-24
-0% -$1.49K 0.01% 583
2023
Q4 		$2.93M Sell
48,193
-1,481
-3% -$81.6K 0.01% 618
2023
Q3 		$2.64M Buy
49,674
+1,345
+3% +$75.5K 0.01% 616
2023
Q2 		$2.73M Sell
48,329
-819
-2% -$43.8K 0.01% 629
2023
Q1 		$2.62M Buy
49,148
+1,298
+3% +$68.8K 0.01% 613
2022
Q4 		$2.48M Sell
47,850
-719
-1% -$36.3K 0.01% 640
2022
Q3 		$2.22M Buy
48,569
+1,000
+2% +$49.9K 0.01% 602
2022
Q2 		$2.2M Sell
47,569
-1,148
-2% -$56K 0.01% 590
2022
Q1 		$2.58M Buy
48,717
+45,415
+1,375% +$2.41M 0.02% 573
2021
Q4 		$201K Buy
+3,302
New +$192K ﹤0.01% 1660
2021
Q3 		– Sell
-4,204
Closed -$225K – 1802
2021
Q2 		$225K Buy
+4,204
New +$220K ﹤0.01% 1517
2019
Q2 		– Sell
-9,065
Closed -$308K – 1184
2019
Q1 		$308K Buy
+9,065
New +$289K 0.01% 811

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 $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B 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 $570B 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

Mercer Global Advisors's PHO Position: Q1 2026 in Review

Mercer Global Advisors reduced its Invesco Water Resources ETF (PHO) stake by 3% in Q1 2026, selling an estimated $109K and leaving 49,501 shares worth $3.31M. The position accounts for ﹤0.01% of the portfolio, ranked #955.

Mercer Global Advisors first reported a position in PHO in Q1 2019 and has held it in 20 quarters since. The position peaked at $3.62M in Q3 2025. 365 funds tracked by Wall St. Rank hold PHO as of Q1 2026.

  • Mercer Global Advisors held 49,501 shares of Invesco Water Resources ETF worth $3.31M as of Q1 2026.
  • Mercer Global Advisors sold 1,536 Invesco Water Resources ETF shares in Q1 2026, an estimated $109K.
  • Invesco Water Resources ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #955 holding.
  • Mercer Global Advisors first reported a position in Invesco Water Resources ETF in Q1 2019 and has held it in 20 quarters since.
  • Mercer Global Advisors's Invesco Water Resources ETF position peaked at $3.62M in Q3 2025.
  • 365 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.