Choate Investment Advisors’s Invesco Global Water ETF PIO Stock Holding History

Choate Investment 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 Q3	–	Sell	-2,625	Closed	-$117K	–	474
2025 Q2	$117K	Buy	+2,625	New	+$110K	﹤0.01%	417
2023 Q4	–	Sell	-2,625	Closed	-$88.7K	–	443
2023 Q3	$88.7K	Hold	2,625	–	–	﹤0.01%	378
2023 Q2	$93.9K	Hold	2,625	–	–	﹤0.01%	302
2023 Q1	$91.8K	Hold	2,625	–	–	﹤0.01%	276
2022 Q4	$85.7K	Hold	2,625	–	–	0.01%	288
2022 Q3	$75K	Hold	2,625	–	–	﹤0.01%	259
2022 Q2	$82K	Hold	2,625	–	–	0.01%	275
2022 Q1	$96K	Hold	2,625	–	–	0.01%	310
2021 Q4	$114K	Hold	2,625	–	–	0.01%	295
2021 Q3	$104K	Hold	2,625	–	–	0.01%	267
2021 Q2	$104K	Hold	2,625	–	–	0.01%	278
2021 Q1	$95K	Hold	2,625	–	–	0.01%	263
2020 Q4	$92K	Hold	2,625	–	–	0.01%	252
2020 Q3	$83K	Buy	+2,625	New	+$81.3K	0.01%	251
2013 Q3	–	Sell	-12,460	Closed	-$234K	–	254
2013 Q2	$234K	Buy	+12,460	New	+$241K	0.02%	231

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

Choate Investment Advisors's PIO Position: Q3 2025 in Review

Choate Investment Advisors sold out of Invesco Global Water ETF (PIO) in Q3 2025, closing a stake of 2,625 shares — an estimated $117K sold.

Choate Investment Advisors first reported a position in PIO in Q2 2013 and held it in 15 quarters. The position peaked at $234K in Q2 2013. 111 funds tracked by Wall St. Rank hold PIO as of Q3 2025.

Choate Investment Advisors reported no remaining Invesco Global Water ETF position as of Q3 2025 after selling out during the quarter.
Choate Investment Advisors sold 2,625 Invesco Global Water ETF shares in Q3 2025, an estimated $117K.
Choate Investment Advisors first reported a position in Invesco Global Water ETF in Q2 2013 and held it in 15 quarters.
Choate Investment Advisors's Invesco Global Water ETF position peaked at $234K in Q2 2013.
111 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q3 2025.

Based on Choate Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.