UBS AM
PHO icon

UBS AM’s Invesco Water Resources ETF PHO Stock Holding History

UBS AM’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 		$184K Sell
2,663
-61
-2% -$4.12K ﹤0.01% 2737
2026
Q1 		$182K Buy
2,724
+1,182
+77% +$84.1K ﹤0.01% 2753
2025
Q4 		$109K Buy
+1,542
New +$111K ﹤0.01% 2523
2024
Q4 		– Sell
-761
Closed -$53.7K – 2738
2024
Q3 		$53.7K Buy
+761
New +$51.7K ﹤0.01% 2788

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

UBS AM's PHO Position: Q2 2026 in Review

UBS AM reduced its Invesco Water Resources ETF (PHO) stake by 2.2% in Q2 2026, selling an estimated $4.12K and leaving 2,663 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #2737.

UBS AM first reported a position in PHO in Q3 2024 and has held it in 4 quarters since. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • UBS AM held 2,663 shares of Invesco Water Resources ETF worth $184K as of Q2 2026.
  • UBS AM sold 61 Invesco Water Resources ETF shares in Q2 2026, an estimated $4.12K.
  • Invesco Water Resources ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2737 holding.
  • UBS AM first reported a position in Invesco Water Resources ETF in Q3 2024 and has held it in 4 quarters since.
  • 379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.