IFWM
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Institute for Wealth Management’s Invesco Global Water ETF PIO Stock Holding History

Institute for Wealth 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
Q2 		$54K Buy
+1,200
New +$53.9K ﹤0.01% 851
2020
Q1 		– Sell
-1,200
Closed -$37K – 596
2019
Q4 		$37K Buy
+1,200
New +$35K 0.01% 528

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

Institute for Wealth Management's PIO Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invesco Global Water ETF (PIO) in Q2 2026: 1,200 shares worth $54K. The stake represents ﹤0.01% of the portfolio and ranks #851 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in PIO as recently as Q4 2019.

Institute for Wealth Management first reported a position in PIO in Q4 2019 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold PIO as of Q2 2026.

  • Institute for Wealth Management held 1,200 shares of Invesco Global Water ETF worth $54K as of Q2 2026.
  • Invesco Global Water ETF was a new Institute for Wealth Management position in Q2 2026.
  • Invesco Global Water ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #851 holding.
  • Institute for Wealth Management first reported a position in Invesco Global Water ETF in Q4 2019 and has held it in 2 quarters since.
  • 116 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.