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

UBS 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
2019
Q1 		– Sell
-6,000
Closed -$169K – 8053
2018
Q4 		$169K Buy
+6,000
New +$177K ﹤0.01% 5095
2018
Q2 		– Sell
-100
Closed -$3K – 8179
2018
Q1 		$3K Buy
+100
New +$3.06K ﹤0.01% 7437

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group's PHO Position: Q2 2026 in Review

UBS Group reduced its Invesco Water Resources ETF (PHO) stake by 55% in Q2 2026, selling an estimated $24.6M and leaving 302,906 shares worth $20.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2633.

UBS Group first reported a position in PHO in Q4 2014 and has held it in 47 quarters since. The position peaked at $55.5M in Q1 2024. 381 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • UBS Group held 302,906 shares of Invesco Water Resources ETF worth $20.9M as of Q2 2026.
  • UBS Group sold 364,564 Invesco Water Resources ETF shares in Q2 2026, an estimated $24.6M.
  • Invesco Water Resources ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2633 holding.
  • UBS Group first reported a position in Invesco Water Resources ETF in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Invesco Water Resources ETF position peaked at $55.5M in Q1 2024.
  • 381 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

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