Bartlett & Co Wealth Management’s Invesco Global Water ETF PIO Stock Holding History

Bartlett & Co Wealth Management’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
2026 Q1	$24.8K	Hold	547	–	–	﹤0.01%	791
2025 Q4	$24.2K	Hold	547	–	–	﹤0.01%	791
2025 Q3	$24.6K	Hold	547	–	–	﹤0.01%	797
2025 Q2	$24.4K	Hold	547	–	–	﹤0.01%	783
2025 Q1	$22K	Hold	547	–	–	﹤0.01%	801
2024 Q4	$21.4K	Hold	547	–	–	﹤0.01%	799
2024 Q3	$23.6K	Hold	547	–	–	﹤0.01%	791
2024 Q2	$22.1K	Hold	547	–	–	﹤0.01%	801
2024 Q1	$23.6K	Hold	547	–	–	﹤0.01%	798
2023 Q4	$21.6K	Hold	547	–	–	﹤0.01%	870
2023 Q3	$18.5K	Hold	547	–	–	﹤0.01%	837
2023 Q2	$19.6K	Hold	547	–	–	﹤0.01%	826
2023 Q1	$19.1K	Buy	+547	New	+$19K	﹤0.01%	722

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 $75.5B AUM 35.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return