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

Evelyn Partners’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	$33.7K	Buy	+750	New	+$33.7K	﹤0.01%	394

Other funds holding PIO

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Evelyn Partners's PIO Position: Q2 2026 in Review

Evelyn Partners opened a new position in Invesco Global Water ETF (PIO) in Q2 2026: 750 shares worth $33.7K. The stake represents ﹤0.01% of the portfolio and ranks #394 among its holdings.

112 funds tracked by Wall St. Rank hold PIO as of Q2 2026.

Evelyn Partners held 750 shares of Invesco Global Water ETF worth $33.7K as of Q2 2026.
Invesco Global Water ETF was a new Evelyn Partners position in Q2 2026.
Invesco Global Water ETF made up ﹤0.01% of Evelyn Partners's portfolio in Q2 2026, its #394 holding.
112 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.