MML Investors Services
PHO icon

MML Investors Services’s Invesco Water Resources ETF PHO Stock Holding History

MML Investors Services’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 		$1.7M Buy
24,558
+5,957
+32% +$402K ﹤0.01% 1647
2026
Q1 		$1.24M Sell
18,601
-5,858
-24% -$417K ﹤0.01% 1628
2025
Q4 		$1.72M Buy
24,459
+1,431
+6% +$103K ﹤0.01% 1459
2025
Q3 		$1.66M Buy
23,028
+775
+3% +$55.5K ﹤0.01% 1425
2025
Q2 		$1.56M Buy
22,253
+1,652
+8% +$110K ﹤0.01% 1398
2025
Q1 		$1.33M Buy
20,601
+4,842
+31% +$322K ﹤0.01% 1406
2024
Q4 		$1.04M Buy
15,759
+1,134
+8% +$79.1K ﹤0.01% 1480
2024
Q3 		$1.03M Buy
14,625
+181
+1% +$12.3K ﹤0.01% 1436
2024
Q2 		$938K Buy
14,444
+297
+2% +$19.5K ﹤0.01% 1438
2024
Q1 		$942K Buy
14,147
+2,570
+22% +$160K ﹤0.01% 1459
2023
Q4 		$705K Buy
11,577
+3,545
+44% +$195K ﹤0.01% 1563
2023
Q3 		$427K Buy
8,032
+570
+8% +$32K ﹤0.01% 1723
2023
Q2 		$421K Buy
7,462
+1,491
+25% +$79.7K ﹤0.01% 1736
2023
Q1 		$319K Sell
5,971
-1,187
-17% -$62.9K ﹤0.01% 1648
2022
Q4 		$369K Buy
7,158
+1,598
+29% +$80.6K ﹤0.01% 1652
2022
Q3 		$254K Buy
5,560
+862
+18% +$43K ﹤0.01% 1788
2022
Q2 		$217K Buy
4,698
+61
+1% +$2.97K ﹤0.01% 1859
2022
Q1 		$246K Sell
4,637
-291
-6% -$15.4K ﹤0.01% 1840
2021
Q4 		$300K Buy
4,928
+330
+7% +$19.2K ﹤0.01% 1700
2021
Q3 		$252K Buy
4,598
+69
+2% +$3.92K ﹤0.01% 1728
2021
Q2 		$242K Buy
4,529
+240
+6% +$12.6K ﹤0.01% 1730
2021
Q1 		$212K Buy
+4,289
New +$208K ﹤0.01% 1696
2020
Q3 		– Sell
-46,740
Closed -$1.7M – 1604
2020
Q2 		$1.7M Buy
46,740
+2,535
+6% +$87.9K 0.02% 553
2020
Q1 		$1.39M Buy
44,205
+11,178
+34% +$415K 0.02% 519
2019
Q4 		$1.28M Buy
33,027
+2,611
+9% +$96.8K 0.02% 629
2019
Q3 		$1.11M Buy
30,416
+20,961
+222% +$755K 0.02% 635
2019
Q2 		$337K Buy
9,455
+2,704
+40% +$92.7K ﹤0.01% 1219
2019
Q1 		$229K Sell
6,751
-2,980
-31% -$95K ﹤0.01% 1411
2018
Q4 		$275K Sell
9,731
-2,292
-19% -$67.7K ﹤0.01% 1213
2018
Q3 		$382K Buy
12,023
+4,721
+65% +$149K 0.01% 1153
2018
Q2 		$221K Sell
7,302
-1,212
-14% -$37K ﹤0.01% 1226
2018
Q1 		$259K Buy
+8,514
New +$260K 0.01% 1146

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

MML Investors Services's PHO Position: Q2 2026 in Review

MML Investors Services increased its Invesco Water Resources ETF (PHO) stake by 32% in Q2 2026, buying an estimated $402K and bringing the position to 24,558 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1647.

MML Investors Services first reported a position in PHO in Q1 2018 and has held it in 32 quarters since. The position peaked at $1.72M in Q4 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • MML Investors Services held 24,558 shares of Invesco Water Resources ETF worth $1.7M as of Q2 2026.
  • MML Investors Services bought 5,957 Invesco Water Resources ETF shares in Q2 2026, an estimated $402K.
  • Invesco Water Resources ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #1647 holding.
  • MML Investors Services first reported a position in Invesco Water Resources ETF in Q1 2018 and has held it in 32 quarters since.
  • MML Investors Services's Invesco Water Resources ETF position peaked at $1.72M in Q4 2025.
  • 379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.