Capital Analysts LLC’s Invesco Global Water ETF PIO Stock Holding History

Capital Analysts LLC’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 Q3	–	Sell	-193	Closed	-$9K	–	1479
2025 Q2	$9K	Hold	193	–	–	﹤0.01%	1167
2025 Q1	$8K	Hold	193	–	–	﹤0.01%	1166
2024 Q4	$8K	Hold	193	–	–	﹤0.01%	1104
2024 Q3	$8K	Buy	+193	New	+$7.97K	﹤0.01%	1069

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

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

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 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

Capital Analysts LLC's PIO Position: Q3 2025 in Review

Capital Analysts LLC sold out of Invesco Global Water ETF (PIO) in Q3 2025, closing a stake of 193 shares — an estimated $9K sold.

Capital Analysts LLC first reported a position in PIO in Q3 2024 and held it in 4 quarters. The position peaked at $9K in Q2 2025. 111 funds tracked by Wall St. Rank hold PIO as of Q3 2025.

Capital Analysts LLC reported no remaining Invesco Global Water ETF position as of Q3 2025 after selling out during the quarter.
Capital Analysts LLC sold 193 Invesco Global Water ETF shares in Q3 2025, an estimated $9K.
Capital Analysts LLC first reported a position in Invesco Global Water ETF in Q3 2024 and held it in 4 quarters.
Capital Analysts LLC's Invesco Global Water ETF position peaked at $9K in Q2 2025.
111 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q3 2025.

Based on Capital Analysts LLC's 13F filing for Q3 2025, filed 14 Nov 2025.