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Congress Wealth Management’s Invesco Global Water ETF PIO Stock Holding History

Congress 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
2025
Q2 		$8.47M Buy
189,558
+4,451
+2% +$186K 0.08% 281
2025
Q1 		$7.43M Buy
185,107
+4,447
+2% +$180K 0.09% 254
2024
Q4 		$7.06M Sell
180,660
-286
-0.2% -$11.8K 0.1% 240
2024
Q3 		$7.8M Buy
+180,946
New +$7.47M 0.1% 239

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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Congress Wealth Management's PIO Position: Q2 2025 in Review

Congress Wealth Management increased its Invesco Global Water ETF (PIO) stake by 2.4% in Q2 2025, buying an estimated $186K and bringing the position to 189,558 shares worth $8.47M. The position accounts for 0.08% of the portfolio, ranked #281.

Congress Wealth Management first reported a position in PIO in Q3 2024 and has held it in 4 quarters since. 110 funds tracked by Wall St. Rank hold PIO as of Q2 2025.

  • Congress Wealth Management held 189,558 shares of Invesco Global Water ETF worth $8.47M as of Q2 2025.
  • Congress Wealth Management bought 4,451 Invesco Global Water ETF shares in Q2 2025, an estimated $186K.
  • Invesco Global Water ETF made up 0.08% of Congress Wealth Management's portfolio in Q2 2025, its #281 holding.
  • Congress Wealth Management first reported a position in Invesco Global Water ETF in Q3 2024 and has held it in 4 quarters since.
  • 110 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.