Independent Financial Group’s Invesco Global Water ETF PIO Stock Holding History

Independent Financial Group’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 Q4	–	Sell	-4,638	Closed	-$208K	–	1468
2025 Q3	$208K	Hold	4,638	–	–	0.01%	1272
2025 Q2	$207K	Buy	+4,638	New	+$194K	0.01%	1210
2024 Q4	–	Sell	-5,253	Closed	-$226K	–	1227
2024 Q3	$226K	Hold	5,253	–	–	0.01%	996
2024 Q2	$212K	Hold	5,253	–	–	0.01%	1000
2024 Q1	$226K	Hold	5,253	–	–	0.01%	914
2023 Q4	$208K	Buy	+5,253	New	+$184K	0.01%	879
2023 Q3	–	Sell	-5,817	Closed	-$208K	–	938
2023 Q2	$208K	Hold	5,817	–	–	0.01%	804
2023 Q1	$203K	Buy	+5,817	New	+$202K	0.02%	767

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 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

Independent Financial Group's PIO Position: Q4 2025 in Review

Independent Financial Group sold out of Invesco Global Water ETF (PIO) in Q4 2025, closing a stake of 4,638 shares — an estimated $208K sold.

Independent Financial Group first reported a position in PIO in Q1 2023 and held it in 8 quarters. The position peaked at $226K in Q1 2024. 116 funds tracked by Wall St. Rank hold PIO as of Q4 2025.

Independent Financial Group reported no remaining Invesco Global Water ETF position as of Q4 2025 after selling out during the quarter.
Independent Financial Group sold 4,638 Invesco Global Water ETF shares in Q4 2025, an estimated $208K.
Independent Financial Group first reported a position in Invesco Global Water ETF in Q1 2023 and held it in 8 quarters.
Independent Financial Group's Invesco Global Water ETF position peaked at $226K in Q1 2024.
116 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q4 2025.

Based on Independent Financial Group's 13F filing for Q4 2025, filed 15 May 2026.