LPL Financial
PIO icon

LPL Financial’s Invesco Global Water ETF PIO Stock Holding History

LPL Financial’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 		$4.31M Buy
99,293
+10,098
+11% +$464K ﹤0.01% 2769
2025
Q4 		$3.94M Sell
89,195
-3,219
-3% -$144K ﹤0.01% 2755
2025
Q3 		$4.15M Buy
92,414
+4,578
+5% +$205K ﹤0.01% 2642
2025
Q2 		$3.92M Sell
87,836
-1,613
-2% -$67.6K ﹤0.01% 2509
2025
Q1 		$3.59M Buy
89,449
+5,255
+6% +$213K ﹤0.01% 2422
2024
Q4 		$3.29M Buy
84,194
+606
+0.7% +$24.9K ﹤0.01% 2423
2024
Q3 		$3.6M Buy
83,588
+3,955
+5% +$163K ﹤0.01% 2236
2024
Q2 		$3.22M Buy
79,633
+13,377
+20% +$556K ﹤0.01% 2195
2024
Q1 		$2.86M Buy
66,256
+2,960
+5% +$118K ﹤0.01% 2225
2023
Q4 		$2.5M Sell
63,296
-2,273
-3% -$79.8K ﹤0.01% 2227
2023
Q3 		$2.21M Sell
65,569
-4,277
-6% -$152K ﹤0.01% 2211
2023
Q2 		$2.5M Sell
69,846
-7,455
-10% -$261K ﹤0.01% 2055
2023
Q1 		$2.7M Sell
77,301
-18,990
-20% -$659K ﹤0.01% 1916
2022
Q4 		$3.14M Sell
96,291
-2,069
-2% -$65.9K ﹤0.01% 1743
2022
Q3 		$2.83M Buy
98,360
+10,379
+12% +$334K ﹤0.01% 1747
2022
Q2 		$2.73M Buy
87,981
+23,915
+37% +$804K ﹤0.01% 1784
2022
Q1 		$2.34M Sell
64,066
-13,737
-18% -$519K ﹤0.01% 1932
2021
Q4 		$3.38M Buy
77,803
+6,584
+9% +$275K ﹤0.01% 1710
2021
Q3 		$2.83M Buy
71,219
+2,955
+4% +$124K ﹤0.01% 1790
2021
Q2 		$2.71M Buy
68,264
+9,729
+17% +$378K ﹤0.01% 1751
2021
Q1 		$2.12M Buy
58,535
+5,083
+10% +$181K ﹤0.01% 1791
2020
Q4 		$1.87M Buy
53,452
+17,119
+47% +$574K ﹤0.01% 1714
2020
Q3 		$1.15M Sell
36,333
-822
-2% -$25.4K ﹤0.01% 1829
2020
Q2 		$1.07M Sell
37,155
-2,165
-6% -$58.9K ﹤0.01% 1771
2020
Q1 		$964K Sell
39,320
-2,880
-7% -$84.6K ﹤0.01% 1632
2019
Q4 		$1.3M Buy
42,200
+4,350
+11% +$127K ﹤0.01% 1658
2019
Q3 		$1.05M Buy
37,850
+2,364
+7% +$65.6K ﹤0.01% 1694
2019
Q2 		$987K Buy
35,486
+4,093
+13% +$111K ﹤0.01% 1734
2019
Q1 		$844K Buy
31,393
+2,714
+9% +$69.3K ﹤0.01% 1773
2018
Q4 		$662K Buy
28,679
+452
+2% +$10.9K ﹤0.01% 1821
2018
Q3 		$725K Sell
28,227
-917
-3% -$23.4K ﹤0.01% 1925
2018
Q2 		$728K Sell
29,144
-2,397
-8% -$61.8K ﹤0.01% 1882
2018
Q1 		$810K Buy
31,541
+30
+0.1% +$777 ﹤0.01% 1767
2017
Q4 		$821K Buy
31,511
+5,687
+22% +$145K ﹤0.01% 1680
2017
Q3 		$643K Buy
25,824
+2,585
+11% +$62.2K ﹤0.01% 1750
2017
Q2 		$551K Sell
23,239
-5,585
-19% -$131K ﹤0.01% 1814
2017
Q1 		$649K Buy
28,824
+735
+3% +$16K ﹤0.01% 1577
2016
Q4 		$585K Sell
28,089
-5,250
-16% -$111K ﹤0.01% 1612
2016
Q3 		$734K Sell
33,339
-89
-0.3% -$1.96K 0.01% 1421
2016
Q2 		$715K Sell
33,428
-44,830
-57% -$962K 0.01% 1401
2016
Q1 		$1.62M Sell
78,258
-13,497
-15% -$266K ﹤0.01% 1336
2015
Q4 		$1.88M Buy
91,755
+40,423
+79% +$865K 0.01% 1218
2015
Q3 		$1.08M Buy
51,332
+1,039
+2% +$22.9K 0.01% 1190
2015
Q2 		$1.16M Buy
50,293
+2,097
+4% +$51.1K 0.01% 1250
2015
Q1 		$1.11M Sell
48,196
-2,772
-5% -$63.3K 0.01% 1275
2014
Q4 		$1.17M Buy
50,968
+1,066
+2% +$24.4K 0.01% 1199
2014
Q3 		$1.12M Buy
49,902
+2,653
+6% +$63.1K 0.01% 1193
2014
Q2 		$1.16M Buy
47,249
+810
+2% +$19.7K 0.01% 1212
2014
Q1 		$1.13M Buy
46,439
+5,023
+12% +$117K 0.01% 1188
2013
Q4 		$957K Buy
41,416
+2,225
+6% +$48.6K 0.01% 1267
2013
Q3 		$843K Sell
39,191
-9,071
-19% -$183K 0.01% 1301
2013
Q2 		$908K Buy
+48,262
New +$935K 0.01% 1186

Other funds holding PIO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LPL Financial's PIO Position: Q1 2026 in Review

LPL Financial increased its Invesco Global Water ETF (PIO) stake by 11% in Q1 2026, buying an estimated $464K and bringing the position to 99,293 shares worth $4.31M. The position accounts for ﹤0.01% of the portfolio, ranked #2769.

LPL Financial first reported a position in PIO in Q2 2013 and has held it in 52 quarters since. 113 funds tracked by Wall St. Rank hold PIO as of Q1 2026.

  • LPL Financial held 99,293 shares of Invesco Global Water ETF worth $4.31M as of Q1 2026.
  • LPL Financial bought 10,098 Invesco Global Water ETF shares in Q1 2026, an estimated $464K.
  • Invesco Global Water ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2769 holding.
  • LPL Financial first reported a position in Invesco Global Water ETF in Q2 2013 and has held it in 52 quarters since.
  • 113 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.