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 Q2	$24.6K	Hold	547	–	–	﹤0.01%	854
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Bartlett & Co Wealth Management's PIO Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Invesco Global Water ETF (PIO) position steady in Q2 2026 at 547 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

Bartlett & Co Wealth Management first reported a position in PIO in Q1 2023 and has held it in 14 quarters since. The position peaked at $24.8K in Q1 2026. 117 funds tracked by Wall St. Rank hold PIO as of Q2 2026.

Bartlett & Co Wealth Management held 547 shares of Invesco Global Water ETF worth $24.6K as of Q2 2026.
Bartlett & Co Wealth Management left its Invesco Global Water ETF share count unchanged in Q2 2026.
Invesco Global Water ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #854 holding.
Bartlett & Co Wealth Management first reported a position in Invesco Global Water ETF in Q1 2023 and has held it in 14 quarters since.
Bartlett & Co Wealth Management's Invesco Global Water ETF position peaked at $24.8K in Q1 2026.
117 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.