MAI Capital Management’s Invesco Global Water ETF PIO Stock Holding History

MAI Capital Management’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	–	Sell	-1,700	Closed	-$73.8K	–	3992
2026 Q1	$73.8K	Hold	1,700	–	–	﹤0.01%	1995
2025 Q4	$75.1K	Buy	1,700 +102	+6%	+$4.58K	﹤0.01%	1793
2025 Q3	$71.7K	Hold	1,598	–	–	﹤0.01%	1733
2025 Q2	$71.4K	Sell	1,598 -50	-3%	-$2.1K	﹤0.01%	1652
2025 Q1	$66.1K	Hold	1,648	–	–	﹤0.01%	1604
2024 Q4	$64.4K	Buy	+1,648	New	+$67.8K	﹤0.01%	1633

Other funds holding PIO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

MAI Capital Management's PIO Position: Q2 2026 in Review

MAI Capital Management sold out of Invesco Global Water ETF (PIO) in Q2 2026, closing a stake of 1,700 shares — an estimated $73.8K sold.

MAI Capital Management first reported a position in PIO in Q4 2024 and held it in 6 quarters. The position peaked at $75.1K in Q4 2025. 117 funds tracked by Wall St. Rank hold PIO as of Q2 2026.

MAI Capital Management reported no remaining Invesco Global Water ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 1,700 Invesco Global Water ETF shares in Q2 2026, an estimated $73.8K.
MAI Capital Management first reported a position in Invesco Global Water ETF in Q4 2024 and held it in 6 quarters.
MAI Capital Management's Invesco Global Water ETF position peaked at $75.1K in Q4 2025.
117 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.