JSW
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Journey Strategic Wealth’s Invesco Global Water ETF PIO Stock Holding History

Journey Strategic Wealth’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
Q1 		$301K Sell
6,940
-507
-7% -$23.3K 0.01% 540
2025
Q4 		$329K Buy
7,447
+267
+4% +$12K 0.01% 470
2025
Q3 		$322K Buy
7,180
+440
+7% +$19.7K 0.01% 450
2025
Q2 		$301K Sell
6,740
-119
-2% -$4.99K 0.01% 429
2025
Q1 		$275K Buy
6,859
+623
+10% +$25.2K 0.01% 359
2024
Q4 		$244K Buy
+6,236
New +$257K 0.01% 401

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Journey Strategic Wealth's PIO Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Invesco Global Water ETF (PIO) stake by 6.8% in Q1 2026, selling an estimated $23.3K and leaving 6,940 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #540.

Journey Strategic Wealth first reported a position in PIO in Q4 2024 and has held it in 6 quarters since. The position peaked at $329K in Q4 2025. 113 funds tracked by Wall St. Rank hold PIO as of Q1 2026.

  • Journey Strategic Wealth held 6,940 shares of Invesco Global Water ETF worth $301K as of Q1 2026.
  • Journey Strategic Wealth sold 507 Invesco Global Water ETF shares in Q1 2026, an estimated $23.3K.
  • Invesco Global Water ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #540 holding.
  • Journey Strategic Wealth first reported a position in Invesco Global Water ETF in Q4 2024 and has held it in 6 quarters since.
  • Journey Strategic Wealth's Invesco Global Water ETF position peaked at $329K in Q4 2025.
  • 113 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.