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Johnson Investment Counsel’s Invesco Global Water ETF PIO Stock Holding History

Johnson Investment Counsel’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
Q1 		– Sell
-4,208
Closed -$228K – 836
2024
Q4 		$228K Buy
+4,208
New +$173K ﹤0.01% 725

Other funds holding PIO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Johnson Investment Counsel's PIO Position: Q1 2025 in Review

Johnson Investment Counsel sold out of Invesco Global Water ETF (PIO) in Q1 2025, closing a stake of 4,208 shares — an estimated $228K sold.

Johnson Investment Counsel first reported a position in PIO in Q4 2024 and held it in 1 quarter. The position peaked at $228K in Q4 2024. 109 funds tracked by Wall St. Rank hold PIO as of Q1 2025.

  • Johnson Investment Counsel reported no remaining Invesco Global Water ETF position as of Q1 2025 after selling out during the quarter.
  • Johnson Investment Counsel sold 4,208 Invesco Global Water ETF shares in Q1 2025, an estimated $228K.
  • Johnson Investment Counsel first reported a position in Invesco Global Water ETF in Q4 2024 and held it in 1 quarter.
  • Johnson Investment Counsel's Invesco Global Water ETF position peaked at $228K in Q4 2024.
  • 109 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q1 2025.

Based on Johnson Investment Counsel's 13F filing for Q1 2025, filed 21 Apr 2025.