J.W. Cole Advisors
PIO icon

J.W. Cole Advisors’s Invesco Global Water ETF PIO Stock Holding History

J.W. Cole Advisors’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
Q3 		– Sell
-4,542
Closed -$204K – 1672
2026
Q2 		$204K Buy
+4,542
New +$204K ﹤0.01% 1496
2026
Q1 		– Sell
-4,531
Closed -$200K – 1295
2025
Q4 		$200K Buy
4,531
+1
+0% +$45 ﹤0.01% 1309
2025
Q3 		$203K Buy
4,530
+1
+0% +$45 ﹤0.01% 1430
2025
Q2 		$202K Buy
+4,529
New +$190K ﹤0.01% 1354

Other funds holding PIO

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

J.W. Cole Advisors's PIO Position: Q3 2026 in Review

J.W. Cole Advisors sold out of Invesco Global Water ETF (PIO) in Q3 2026, closing a stake of 4,542 shares — an estimated $204K sold.

J.W. Cole Advisors first reported a position in PIO in Q2 2025 and held it in 4 quarters. The position peaked at $204K in Q2 2026. 97 funds tracked by Wall St. Rank hold PIO as of Q3 2026.

  • J.W. Cole Advisors reported no remaining Invesco Global Water ETF position as of Q3 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 4,542 Invesco Global Water ETF shares in Q3 2026, an estimated $204K.
  • J.W. Cole Advisors first reported a position in Invesco Global Water ETF in Q2 2025 and held it in 4 quarters.
  • J.W. Cole Advisors's Invesco Global Water ETF position peaked at $204K in Q2 2026.
  • 97 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q3 2026.

Based on J.W. Cole Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.