Jones Financial Companies’s Invesco Global Water ETF PIO Stock Holding History

Jones Financial Companies’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	$231K	Buy	5,117 +192	+4%	+$8.62K	﹤0.01%	2514
2026 Q1	$208K	Buy	4,925 +266	+6%	+$12.2K	﹤0.01%	2392
2025 Q4	$206K	Buy	4,659 +649	+16%	+$29.1K	﹤0.01%	1900
2025 Q3	$177K	Buy	4,010 +130	+3%	+$5.81K	﹤0.01%	1832
2025 Q2	$173K	Buy	3,880 +189	+5%	+$7.92K	﹤0.01%	1718
2025 Q1	$148K	Buy	3,691 +1,791	+94%	+$72.5K	﹤0.01%	1616
2024 Q4	$74.2K	Buy	1,900 +1,363	+254%	+$56.1K	﹤0.01%	1731
2024 Q3	$23.1K	Buy	537 +66	+14%	+$2.73K	﹤0.01%	1910
2024 Q2	$19K	Buy	+471	New	+$19.6K	﹤0.01%	1549

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Jones Financial Companies's PIO Position: Q2 2026 in Review

Jones Financial Companies increased its Invesco Global Water ETF (PIO) stake by 3.9% in Q2 2026, buying an estimated $8.62K and bringing the position to 5,117 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #2514.

Jones Financial Companies first reported a position in PIO in Q2 2024 and has held it in 9 quarters since. 117 funds tracked by Wall St. Rank hold PIO as of Q2 2026.

Jones Financial Companies held 5,117 shares of Invesco Global Water ETF worth $231K as of Q2 2026.
Jones Financial Companies bought 192 Invesco Global Water ETF shares in Q2 2026, an estimated $8.62K.
Invesco Global Water ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2514 holding.
Jones Financial Companies first reported a position in Invesco Global Water ETF in Q2 2024 and has held it in 9 quarters since.
117 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.