Mesirow Financial Investment Management’s Invesco Water Resources ETF PHO Stock Holding History

Mesirow Financial Investment 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 Q2	$549K	Sell	7,947 -7,137	-47%	-$482K	0.01%	355
2026 Q1	$1.01M	Buy	15,084 +8,191	+119%	+$583K	0.02%	266
2025 Q4	$485K	Sell	6,893 -597	-8%	-$43K	0.01%	332
2025 Q3	$540K	Buy	7,490 +5	+0.1%	+$358	0.01%	363
2025 Q2	$523K	Buy	7,485 +4	+0.1%	+$265	0.01%	356
2025 Q1	$483K	Buy	7,481 +5	+0.1%	+$333	0.01%	354
2024 Q4	$492K	Sell	7,476 -329	-4%	-$22.9K	0.01%	356
2024 Q3	$551K	Buy	7,805 +706	+10%	+$47.9K	0.01%	348
2024 Q2	$461K	Buy	7,099 +3	+0%	+$197	0.01%	342
2024 Q1	$472K	Buy	7,096 +3	+0%	+$186	0.01%	345
2023 Q4	$432K	Buy	+7,093	New	+$391K	0.02%	332

Other funds holding PHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mesirow Financial Investment Management's PHO Position: Q2 2026 in Review

Mesirow Financial Investment Management reduced its Invesco Water Resources ETF (PHO) stake by 47% in Q2 2026, selling an estimated $482K and leaving 7,947 shares worth $549K. The position accounts for 0.01% of the portfolio, ranked #355.

Mesirow Financial Investment Management first reported a position in PHO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.01M in Q1 2026. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Mesirow Financial Investment Management held 7,947 shares of Invesco Water Resources ETF worth $549K as of Q2 2026.
Mesirow Financial Investment Management sold 7,137 Invesco Water Resources ETF shares in Q2 2026, an estimated $482K.
Invesco Water Resources ETF made up 0.01% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #355 holding.
Mesirow Financial Investment Management first reported a position in Invesco Water Resources ETF in Q4 2023 and has held it in 11 quarters since.
Mesirow Financial Investment Management's Invesco Water Resources ETF position peaked at $1.01M in Q1 2026.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.