Castleview Partners’s Invesco Global Water ETF PIO Stock Holding History

Castleview Partners’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 Q1	–	Sell	-456	Closed	-$17.7K	–	449
2024 Q4	$17.7K	Hold	456	–	–	0.01%	485
2024 Q3	$19.6K	Hold	456	–	–	0.01%	449
2024 Q2	$18.4K	Buy	456 +3	+0.7%	+$125	0.01%	450
2024 Q1	$19.5K	Hold	453	–	–	0.01%	470
2023 Q4	$17.9K	Buy	+453	New	+$15.9K	0.01%	448

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

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

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

Castleview Partners's PIO Position: Q1 2025 in Review

Castleview Partners sold out of Invesco Global Water ETF (PIO) in Q1 2025, closing a stake of 456 shares — an estimated $17.7K sold.

Castleview Partners first reported a position in PIO in Q4 2023 and held it in 5 quarters. The position peaked at $19.6K in Q3 2024. 109 funds tracked by Wall St. Rank hold PIO as of Q1 2025.

Castleview Partners reported no remaining Invesco Global Water ETF position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 456 Invesco Global Water ETF shares in Q1 2025, an estimated $17.7K.
Castleview Partners first reported a position in Invesco Global Water ETF in Q4 2023 and held it in 5 quarters.
Castleview Partners's Invesco Global Water ETF position peaked at $19.6K in Q3 2024.
109 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.