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PIO icon

Linscomb Wealth’s Invesco Global Water ETF PIO Stock Holding History

Linscomb 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
Q2 		$817K Sell
18,178
-7,889
-30% -$354K 0.04% 191
2026
Q1 		$1.13M Buy
26,067
+4,766
+22% +$219K 0.05% 188
2025
Q4 		$940K Sell
21,301
-34
-0.2% -$1.52K 0.04% 177
2025
Q3 		$958K Hold
21,335
– – 0.04% 177
2025
Q2 		$953K Hold
21,335
– – 0.04% 176
2025
Q1 		$856K Hold
21,335
– – 0.04% 179
2024
Q4 		$833K Buy
21,335
+4
+0% +$165 0.04% 180
2024
Q3 		$919K Sell
21,331
-498
-2% -$20.6K 0.05% 169
2024
Q2 		$882K Sell
21,829
-483
-2% -$20.1K 0.05% 165
2024
Q1 		$962K Buy
22,312
+1
+0% +$40 0.05% 168
2023
Q4 		$882K Sell
22,311
-1,436
-6% -$50.4K 0.05% 168
2023
Q3 		$802K Buy
23,747
+4
+0% +$142 0.05% 169
2023
Q2 		$849K Buy
23,743
+17
+0.1% +$595 0.05% 167
2023
Q1 		$830K Sell
23,726
-3,241
-12% -$112K 0.04% 174
2022
Q4 		$880K Buy
26,967
+3,249
+14% +$103K 0.04% 185
2022
Q3 		$681K Buy
23,718
+23
+0.1% +$740 0.04% 173
2022
Q2 		$736K Sell
23,695
-4,577
-16% -$154K 0.04% 173
2022
Q1 		$1.03M Sell
28,272
-113
-0.4% -$4.27K 0.05% 179
2021
Q4 		$1.23M Sell
28,385
-473
-2% -$19.7K 0.06% 162
2021
Q3 		$1.15M Buy
28,858
+20
+0.1% +$838 0.06% 159
2021
Q2 		$1.15M Buy
28,838
+1
+0% +$39 0.06% 159
2021
Q1 		$1.04M Sell
28,837
-244
-0.8% -$8.7K 0.06% 159
2020
Q4 		$1.02M Buy
29,081
+3
+0% +$101 0.06% 156
2020
Q3 		$922K Buy
29,078
+15
+0.1% +$464 0.06% 153
2020
Q2 		$835K Buy
29,063
+1
+0% +$27 0.06% 161
2020
Q1 		$712K Buy
29,062
+5
+0% +$147 0.06% 187
2019
Q4 		$897K Buy
29,057
+7
+0% +$204 0.06% 240
2019
Q3 		$810K Buy
29,050
+20
+0.1% +$555 0.07% 141
2019
Q2 		$807K Sell
29,030
-372
-1% -$10.1K 0.07% 139
2019
Q1 		$791K Buy
29,402
+18
+0.1% +$459 0.07% 136
2018
Q4 		$678K Buy
29,384
+12
+0% +$288 0.06% 140
2018
Q3 		$754K Buy
29,372
+43
+0.1% +$1.1K 0.06% 140
2018
Q2 		$733K Sell
29,329
-574
-2% -$14.8K 0.06% 140
2018
Q1 		$768K Sell
29,903
-4,241
-12% -$110K 0.07% 134
2017
Q4 		$889K Buy
34,144
+8
+0% +$203 0.07% 123
2017
Q3 		$850K Sell
34,136
-1,281
-4% -$30.8K 0.07% 121
2017
Q2 		$840K Hold
35,417
– – 0.08% 117
2017
Q1 		$798K Sell
35,417
-55
-0.2% -$1.2K 0.07% 123
2016
Q4 		$738K Sell
35,472
-364
-1% -$7.66K 0.07% 129
2016
Q3 		$798K Sell
35,836
-2,975
-8% -$65.5K 0.08% 117
2016
Q2 		$839K Hold
38,811
– – 0.08% 116
2016
Q1 		$816K Sell
38,811
-5,671
-13% -$112K 0.09% 120
2015
Q4 		$931K Sell
44,482
-6,493
-13% -$139K 0.11% 111
2015
Q3 		$1.02M Buy
50,975
+28
+0.1% +$616 0.12% 100
2015
Q2 		$1.21M Hold
50,947
– – 0.13% 98
2015
Q1 		$1.17M Buy
50,947
+13
+0% +$297 0.13% 104
2014
Q4 		$1.17M Sell
50,934
-1,503
-3% -$34.4K 0.13% 103
2014
Q3 		$1.19M Sell
52,437
-1,468
-3% -$34.9K 0.13% 101
2014
Q2 		$1.32M Sell
53,905
-1,159
-2% -$28.1K 0.14% 96
2014
Q1 		$1.34M Buy
55,064
+7,755
+16% +$181K 0.15% 94
2013
Q4 		$1.09M Sell
47,309
-2,475
-5% -$54K 0.13% 98
2013
Q3 		$1.05M Sell
49,784
-30,287
-38% -$611K 0.14% 84
2013
Q2 		$1.51M Buy
+80,071
New +$1.55M 0.21% 59

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Linscomb Wealth's PIO Position: Q2 2026 in Review

Linscomb Wealth reduced its Invesco Global Water ETF (PIO) stake by 30% in Q2 2026, selling an estimated $354K and leaving 18,178 shares worth $817K. The position accounts for 0.04% of the portfolio, ranked #191.

Linscomb Wealth first reported a position in PIO in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.51M in Q2 2013. 117 funds tracked by Wall St. Rank hold PIO as of Q2 2026.

  • Linscomb Wealth held 18,178 shares of Invesco Global Water ETF worth $817K as of Q2 2026.
  • Linscomb Wealth sold 7,889 Invesco Global Water ETF shares in Q2 2026, an estimated $354K.
  • Invesco Global Water ETF made up 0.04% of Linscomb Wealth's portfolio in Q2 2026, its #191 holding.
  • Linscomb Wealth first reported a position in Invesco Global Water ETF in Q2 2013 and has held it in 53 quarters since.
  • Linscomb Wealth's Invesco Global Water ETF position peaked at $1.51M in Q2 2013.
  • 117 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.