Holos Integrated Wealth’s Invesco Global Water ETF PIO Stock Holding History

Holos Integrated 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
2026 Q1	–	Sell	-1,530	Closed	-$68K	–	417
2025 Q4	$68K	Hold	1,530	–	–	0.04%	112
2025 Q3	$68.3K	Hold	1,530	–	–	0.04%	107
2025 Q2	$68.6K	Hold	1,530	–	–	0.04%	105
2025 Q1	$61.4K	Hold	1,530	–	–	0.04%	104
2024 Q4	$59.8K	Buy	+1,530	New	+$62.9K	0.04%	102

Other funds holding PIO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Holos Integrated Wealth's PIO Position: Q1 2026 in Review

Holos Integrated Wealth sold out of Invesco Global Water ETF (PIO) in Q1 2026, closing a stake of 1,530 shares — an estimated $68K sold.

Holos Integrated Wealth first reported a position in PIO in Q4 2024 and held it in 5 quarters. The position peaked at $68.6K in Q2 2025. 113 funds tracked by Wall St. Rank hold PIO as of Q1 2026.

Holos Integrated Wealth reported no remaining Invesco Global Water ETF position as of Q1 2026 after selling out during the quarter.
Holos Integrated Wealth sold 1,530 Invesco Global Water ETF shares in Q1 2026, an estimated $68K.
Holos Integrated Wealth first reported a position in Invesco Global Water ETF in Q4 2024 and held it in 5 quarters.
Holos Integrated Wealth's Invesco Global Water ETF position peaked at $68.6K in Q2 2025.
113 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q1 2026.

Based on Holos Integrated Wealth's 13F filing for Q1 2026, filed 8 Apr 2026.