Russell Investments Group’s Invesco Water Resources ETF PHO Stock Holding History

Russell Investments Group’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	$1.45K	Sell	21 -59	-74%	-$3.98K	﹤0.01%	4132
2026 Q1	$5.35K	Hold	80	–	–	﹤0.01%	3882
2025 Q4	$5.63K	Hold	80	–	–	﹤0.01%	3894
2025 Q3	$5.77K	Hold	80	–	–	﹤0.01%	3875
2025 Q2	$5.59K	Buy	80 +35	+78%	+$2.32K	﹤0.01%	3427
2025 Q1	$2.9K	Sell	45 -36	-44%	-$2.4K	﹤0.01%	3460
2024 Q4	$5.33K	Buy	+81	New	+$5.65K	﹤0.01%	3268

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

Russell Investments Group's PHO Position: Q2 2026 in Review

Russell Investments Group reduced its Invesco Water Resources ETF (PHO) stake by 74% in Q2 2026, selling an estimated $3.98K and leaving 21 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #4132.

Russell Investments Group first reported a position in PHO in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.77K in Q3 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Russell Investments Group held 21 shares of Invesco Water Resources ETF worth $1.45K as of Q2 2026.
Russell Investments Group sold 59 Invesco Water Resources ETF shares in Q2 2026, an estimated $3.98K.
Invesco Water Resources ETF made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #4132 holding.
Russell Investments Group first reported a position in Invesco Water Resources ETF in Q4 2024 and has held it in 7 quarters since.
Russell Investments Group's Invesco Water Resources ETF position peaked at $5.77K in Q3 2025.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.