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Bristlecone Advisors’s Invesco Global Water ETF PIO Stock Holding History

Bristlecone Advisors’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 		– Sell
-400
Closed -$16K – 349
2025
Q1 		$16K Hold
400
– – ﹤0.01% 342
2024
Q4 		$15.6K Sell
400
-250
-38% -$10.3K ﹤0.01% 341
2024
Q3 		$28K Buy
+650
New +$26.9K ﹤0.01% 328
2023
Q2 		– Sell
-1,150
Closed -$40.2K – 316
2023
Q1 		$40.2K Buy
+1,150
New +$39.9K ﹤0.01% 303

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

Bristlecone Advisors's PIO Position: Q2 2025 in Review

Bristlecone Advisors sold out of Invesco Global Water ETF (PIO) in Q2 2025, closing a stake of 400 shares — an estimated $16K sold.

Bristlecone Advisors first reported a position in PIO in Q1 2023 and held it in 4 quarters. The position peaked at $40.2K in Q1 2023. 110 funds tracked by Wall St. Rank hold PIO as of Q2 2025.

  • Bristlecone Advisors reported no remaining Invesco Global Water ETF position as of Q2 2025 after selling out during the quarter.
  • Bristlecone Advisors sold 400 Invesco Global Water ETF shares in Q2 2025, an estimated $16K.
  • Bristlecone Advisors first reported a position in Invesco Global Water ETF in Q1 2023 and held it in 4 quarters.
  • Bristlecone Advisors's Invesco Global Water ETF position peaked at $40.2K in Q1 2023.
  • 110 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2025.

Based on Bristlecone Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.