Evelyn Partners Investment Management’s Invesco Global Water ETF PIO Stock Holding History

Evelyn Partners Investment 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
2026 Q1	$32.6K	Hold	750	–	–	﹤0.01%	309
2025 Q4	$33.1K	Hold	750	–	–	﹤0.01%	310
2025 Q3	$33.7K	Hold	750	–	–	﹤0.01%	304
2025 Q2	$33.5K	Hold	750	–	–	﹤0.01%	309
2025 Q1	$30.1K	Hold	750	–	–	﹤0.01%	309
2024 Q4	$29.3K	Buy	+750	New	+$30.9K	﹤0.01%	304

Other funds holding PIO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Evelyn Partners Investment Management's PIO Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Invesco Global Water ETF (PIO) position steady in Q1 2026 at 750 shares worth $32.6K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Evelyn Partners Investment Management first reported a position in PIO in Q4 2024 and has held it in 6 quarters since. The position peaked at $33.7K in Q3 2025. 113 funds tracked by Wall St. Rank hold PIO as of Q1 2026.

Evelyn Partners Investment Management held 750 shares of Invesco Global Water ETF worth $32.6K as of Q1 2026.
Evelyn Partners Investment Management left its Invesco Global Water ETF share count unchanged in Q1 2026.
Invesco Global Water ETF made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #309 holding.
Evelyn Partners Investment Management first reported a position in Invesco Global Water ETF in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management's Invesco Global Water ETF position peaked at $33.7K in Q3 2025.
113 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.