Corient Private Wealth
PIO icon

Corient Private Wealth’s Invesco Global Water ETF PIO Stock Holding History

Corient Private Wealth’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
-5,245
Closed -$205K – 2408
2024
Q4 		$205K Buy
5,245
+525
+11% +$21.6K ﹤0.01% 2103
2024
Q3 		$203K Buy
+4,720
New +$195K ﹤0.01% 2218
2024
Q2 		– Sell
-5,240
Closed -$226K – 2376
2024
Q1 		$226K Sell
5,240
-200
-4% -$8.01K ﹤0.01% 2037
2023
Q4 		$215K Buy
+5,440
New +$191K ﹤0.01% 2038

Other funds holding PIO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Corient Private Wealth's PIO Position: Q1 2025 in Review

Corient Private Wealth sold out of Invesco Global Water ETF (PIO) in Q1 2025, closing a stake of 5,245 shares — an estimated $205K sold.

Corient Private Wealth first reported a position in PIO in Q4 2023 and held it in 4 quarters. The position peaked at $226K in Q1 2024. 109 funds tracked by Wall St. Rank hold PIO as of Q1 2025.

  • Corient Private Wealth reported no remaining Invesco Global Water ETF position as of Q1 2025 after selling out during the quarter.
  • Corient Private Wealth sold 5,245 Invesco Global Water ETF shares in Q1 2025, an estimated $205K.
  • Corient Private Wealth first reported a position in Invesco Global Water ETF in Q4 2023 and held it in 4 quarters.
  • Corient Private Wealth's Invesco Global Water ETF position peaked at $226K in Q1 2024.
  • 109 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q1 2025.

Based on Corient Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.