AAS
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Avantax Advisory Services’s Invesco Global Water ETF PIO Stock Holding History

Avantax Advisory Services’s Portfolio PIO Stock Details PIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$330K Sell
7,389
-26
-0.4% -$1.09K ﹤0.01% 1838
2025
Q1 		$298K Buy
7,415
+3
+0% +$122 ﹤0.01% 1830
2024
Q4 		$290K Buy
7,412
+3
+0% +$123 ﹤0.01% 1802
2024
Q3 		$319K Buy
7,409
+1
+0% +$41 ﹤0.01% 1704
2024
Q2 		$299K Buy
7,408
+933
+14% +$38.8K ﹤0.01% 1699
2024
Q1 		$279K Sell
6,475
-123
-2% -$4.92K ﹤0.01% 1342
2023
Q4 		$261K Sell
6,598
-221
-3% -$7.75K ﹤0.01% 1321
2023
Q3 		$230K Buy
6,819
+1
+0% +$35 ﹤0.01% 1345
2023
Q2 		$244K Buy
6,818
+6
+0.1% +$210 ﹤0.01% 1294
2023
Q1 		$238K Buy
6,812
+1
+0% +$35 ﹤0.01% 1277
2022
Q4 		$222K Buy
+6,811
New +$217K ﹤0.01% 1262
2022
Q3 		– Sell
-6,732
Closed -$209K – 1373
2022
Q2 		$209K Buy
6,732
+7
+0.1% +$235 ﹤0.01% 1182
2022
Q1 		$245K Buy
6,725
+2
+0% +$76 ﹤0.01% 1103
2021
Q4 		$292K Buy
6,723
+8
+0.1% +$334 ﹤0.01% 987
2021
Q3 		$269K Sell
6,715
-156
-2% -$6.54K ﹤0.01% 974
2021
Q2 		$275K Buy
6,871
+1,240
+22% +$48.2K 0.01% 944
2021
Q1 		$203K Buy
+5,631
New +$201K ﹤0.01% 958
2020
Q4 		– Sell
-8,932
Closed -$286K – 1240
2020
Q3 		$286K Buy
+8,932
New +$277K ﹤0.01% 1044

Other funds holding PIO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Avantax Advisory Services's PIO Position: Q2 2025 in Review

Avantax Advisory Services reduced its Invesco Global Water ETF (PIO) stake by 0.35% in Q2 2025, selling an estimated $1.09K and leaving 7,389 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #1838.

Avantax Advisory Services first reported a position in PIO in Q3 2020 and has held it in 18 quarters since. 110 funds tracked by Wall St. Rank hold PIO as of Q2 2025.

  • Avantax Advisory Services held 7,389 shares of Invesco Global Water ETF worth $330K as of Q2 2025.
  • Avantax Advisory Services sold 26 Invesco Global Water ETF shares in Q2 2025, an estimated $1.09K.
  • Invesco Global Water ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1838 holding.
  • Avantax Advisory Services first reported a position in Invesco Global Water ETF in Q3 2020 and has held it in 18 quarters since.
  • 110 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.