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Larson Financial Group’s Invesco Global Water ETF PIO Stock Holding History

Larson Financial Group’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
-145
Closed -$5.66K – 3180
2024
Q4 		$5.66K Hold
145
– – ﹤0.01% 1637
2024
Q3 		$6.25K Buy
+145
New +$5.99K ﹤0.01% 1623

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
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $445B AUM 25.58% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Larson Financial Group's PIO Position: Q1 2025 in Review

Larson Financial Group sold out of Invesco Global Water ETF (PIO) in Q1 2025, closing a stake of 145 shares — an estimated $5.66K sold.

Larson Financial Group first reported a position in PIO in Q3 2024 and held it in 2 quarters. The position peaked at $6.25K in Q3 2024. 109 funds tracked by Wall St. Rank hold PIO as of Q1 2025.

  • Larson Financial Group reported no remaining Invesco Global Water ETF position as of Q1 2025 after selling out during the quarter.
  • Larson Financial Group sold 145 Invesco Global Water ETF shares in Q1 2025, an estimated $5.66K.
  • Larson Financial Group first reported a position in Invesco Global Water ETF in Q3 2024 and held it in 2 quarters.
  • Larson Financial Group's Invesco Global Water ETF position peaked at $6.25K in Q3 2024.
  • 109 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q1 2025.

Based on Larson Financial Group's 13F filing for Q1 2025, filed 2 May 2025.