AllSquare Wealth Management’s Invesco Global Water ETF PIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $42.1K | Hold |
937
| – | – | 0.02% | 250 |
|
|
2025
Q2 | $41.9K | Hold |
937
| – | – | 0.02% | 243 |
|
|
2025
Q1 | $37.6K | Hold |
937
| – | – | 0.02% | 245 |
|
|
2024
Q4 | $36.6K | Hold |
937
| – | – | 0.02% | 241 |
|
|
2024
Q3 | $40.4K | Hold |
937
| – | – | 0.02% | 233 |
|
|
2024
Q2 | $37.9K | Hold |
937
| – | – | 0.02% | 237 |
|
|
2024
Q1 | $40.4K | Hold |
937
| – | – | 0.02% | 236 |
|
|
2023
Q4 | $37K | Hold |
937
| – | – | 0.02% | 238 |
|
|
2023
Q3 | $31.7K | Hold |
937
| – | – | 0.02% | 253 |
|
|
2023
Q2 | $32.2K | Hold |
937
| – | – | 0.02% | 257 |
|
|
2023
Q1 | $32.8K | Buy |
937
+152
| +19% | +$5.27K | 0.02% | 258 |
|
|
2022
Q4 | $25.6K | Hold |
785
| – | – | 0.02% | 269 |
|
|
2022
Q3 | $23K | Hold |
785
| – | – | 0.02% | 269 |
|
|
2022
Q2 | $24K | Hold |
785
| – | – | 0.02% | 271 |
|
|
2022
Q1 | $29K | Hold |
785
| – | – | 0.02% | 275 |
|
|
2021
Q4 | $34K | Hold |
785
| – | – | 0.02% | 266 |
|
|
2021
Q3 | $31K | Hold |
785
| – | – | 0.02% | 268 |
|
|
2021
Q2 | $31K | Hold |
785
| – | – | 0.02% | 287 |
|
|
2021
Q1 | $28K | Hold |
785
| – | – | 0.02% | 283 |
|
|
2020
Q4 | $27K | Buy |
785
+285
| +57% | +$9.55K | 0.02% | 249 |
|
|
2020
Q3 | $16K | Hold |
500
| – | – | 0.01% | 286 |
|
|
2020
Q2 | $14K | Hold |
500
| – | – | 0.01% | 297 |
|
|
2020
Q1 | $12K | Hold |
500
| – | – | 0.01% | 289 |
|
|
2019
Q4 | $15K | Hold |
500
| – | – | 0.01% | 289 |
|
|
2019
Q3 | $14K | Hold |
500
| – | – | 0.01% | 298 |
|
|
2019
Q2 | $14K | Hold |
500
| – | – | 0.01% | 302 |
|
|
2019
Q1 | $13K | Hold |
500
| – | – | 0.01% | 306 |
|
|
2018
Q4 | $12K | Hold |
500
| – | – | 0.01% | 294 |
|
|
2018
Q3 | $13K | Hold |
500
| – | – | 0.01% | 317 |
|
|
2018
Q2 | $12K | Hold |
500
| – | – | 0.01% | 318 |
|
|
2018
Q1 | $13K | Hold |
500
| – | – | 0.01% | 261 |
|
|
2017
Q4 | $13K | Hold |
500
| – | – | 0.01% | 270 |
|
|
2017
Q3 | $12K | Hold |
500
| – | – | 0.01% | 258 |
|
|
2017
Q2 | $12K | Hold |
500
| – | – | 0.01% | 130 |
|
|
2017
Q1 | $11K | Hold |
500
| – | – | 0.01% | 255 |
|
|
2016
Q4 | $10K | Hold |
500
| – | – | 0.01% | 232 |
|
|
2016
Q3 | $11K | Hold |
500
| – | – | 0.01% | 211 |
|
|
2016
Q2 | $11K | Hold |
500
| – | – | 0.01% | 206 |
|
|
2016
Q1 | $11K | Hold |
500
| – | – | 0.01% | 207 |
|
|
2015
Q4 | $10K | Hold |
500
| – | – | 0.01% | 211 |
|
|
2015
Q3 | $10K | Hold |
500
| – | – | 0.01% | 219 |
|
|
2015
Q2 | $12K | Hold |
500
| – | – | 0.01% | 216 |
|
|
2015
Q1 | $12K | Buy |
500
+200
| +67% | +$4.57K | 0.01% | 217 |
|
|
2014
Q4 | $7K | Buy |
+300
| New | +$6.88K | 0.01% | 254 |
|
Other funds holding PIO
AllSquare Wealth Management's PIO Position: Q3 2025 in Review
AllSquare Wealth Management held its Invesco Global Water ETF (PIO) position steady in Q3 2025 at 937 shares worth $42.1K. The position accounts for 0.02% of the portfolio, ranked #250.
AllSquare Wealth Management first reported a position in PIO in Q4 2014 and has held it in 44 quarters since. 111 funds tracked by Wall St. Rank hold PIO as of Q3 2025.
- AllSquare Wealth Management held 937 shares of Invesco Global Water ETF worth $42.1K as of Q3 2025.
- AllSquare Wealth Management left its Invesco Global Water ETF share count unchanged in Q3 2025.
- Invesco Global Water ETF made up 0.02% of AllSquare Wealth Management's portfolio in Q3 2025, its #250 holding.
- AllSquare Wealth Management first reported a position in Invesco Global Water ETF in Q4 2014 and has held it in 44 quarters since.
- 111 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q3 2025.
Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.