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Kestra Advisory Services’s Invesco Global Water ETF PIO Stock Holding History

Kestra Advisory Services’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 		– Sell
-5,085
Closed -$225K – 4064
2025
Q4 		$225K Hold
5,085
– – ﹤0.01% 2787
2025
Q3 		$228K Sell
5,085
-507
-9% -$22.7K ﹤0.01% 2650
2025
Q2 		$250K Sell
5,592
-58
-1% -$2.43K ﹤0.01% 2503
2025
Q1 		$227K Sell
5,650
-2,789
-33% -$113K ﹤0.01% 2392
2024
Q4 		$330K Buy
8,439
+792
+10% +$32.6K ﹤0.01% 2156
2024
Q3 		$329K Sell
7,647
-903
-11% -$37.3K ﹤0.01% 2030
2024
Q2 		$345K Sell
8,550
-358
-4% -$14.9K ﹤0.01% 2037
2024
Q1 		$384K Sell
8,908
-1,003
-10% -$40.1K ﹤0.01% 1833
2023
Q4 		$392K Hold
9,911
– – ﹤0.01% 1674
2023
Q3 		$335K Hold
9,911
– – ﹤0.01% 1595
2023
Q2 		$355K Buy
9,911
+200
+2% +$7K ﹤0.01% 1504
2023
Q1 		$340K Sell
9,711
-550
-5% -$19.1K ﹤0.01% 1491
2022
Q4 		$335K Sell
10,261
-847
-8% -$27K ﹤0.01% 1660
2022
Q3 		$319K Buy
11,108
+500
+5% +$16.1K ﹤0.01% 1563
2022
Q2 		$329K Hold
10,608
– – ﹤0.01% 1562
2022
Q1 		$387K Sell
10,608
-200
-2% -$7.55K ﹤0.01% 1435
2021
Q4 		$470K Hold
10,808
– – ﹤0.01% 1357
2021
Q3 		$429K Sell
10,808
-23
-0.2% -$964 ﹤0.01% 1468
2021
Q2 		$430K Buy
10,831
+738
+7% +$28.7K ﹤0.01% 1356
2021
Q1 		$366K Buy
+10,093
New +$360K ﹤0.01% 1349

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

Kestra Advisory Services's PIO Position: Q1 2026 in Review

Kestra Advisory Services sold out of Invesco Global Water ETF (PIO) in Q1 2026, closing a stake of 5,085 shares — an estimated $225K sold.

Kestra Advisory Services first reported a position in PIO in Q1 2021 and held it in 20 quarters. The position peaked at $470K in Q4 2021. 113 funds tracked by Wall St. Rank hold PIO as of Q1 2026.

  • Kestra Advisory Services reported no remaining Invesco Global Water ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 5,085 Invesco Global Water ETF shares in Q1 2026, an estimated $225K.
  • Kestra Advisory Services first reported a position in Invesco Global Water ETF in Q1 2021 and held it in 20 quarters.
  • Kestra Advisory Services's Invesco Global Water ETF position peaked at $470K in Q4 2021.
  • 113 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.