Equitable Holdings
PIO icon

Equitable Holdings’s Invesco Global Water ETF PIO Stock Holding History

Equitable Holdings’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
2026
Q2 		$227K Buy
5,047
+383
+8% +$17.2K ﹤0.01% 1659
2026
Q1 		$206K Sell
4,664
-1,445
-24% -$66.4K ﹤0.01% 1596
2025
Q4 		$270K Buy
+6,109
New +$274K ﹤0.01% 1371

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Equitable Holdings's PIO Position: Q2 2026 in Review

Equitable Holdings increased its Invesco Global Water ETF (PIO) stake by 8.2% in Q2 2026, buying an estimated $17.2K and bringing the position to 5,047 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

Equitable Holdings first reported a position in PIO in Q4 2025 and has held it in 3 quarters since. The position peaked at $270K in Q4 2025. 116 funds tracked by Wall St. Rank hold PIO as of Q2 2026.

  • Equitable Holdings held 5,047 shares of Invesco Global Water ETF worth $227K as of Q2 2026.
  • Equitable Holdings bought 383 Invesco Global Water ETF shares in Q2 2026, an estimated $17.2K.
  • Invesco Global Water ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1659 holding.
  • Equitable Holdings first reported a position in Invesco Global Water ETF in Q4 2025 and has held it in 3 quarters since.
  • Equitable Holdings's Invesco Global Water ETF position peaked at $270K in Q4 2025.
  • 116 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.