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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$8.47M	Buy	189,558 +4,451	+2%	+$199K	0.08%	281
2025 Q1	$7.43M	Buy	185,107 +4,447	+2%	+$178K	0.09%	254
2024 Q4	$7.06M	Sell	180,660 -286	-0.2%	-$11.2K	0.1%	240
2024 Q3	$7.8M	Buy	+180,946	New	+$7.8M	0.1%	239