Mather Group’s Invesco Global Water ETF PIO Stock Holding History

Mather 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
2026 Q2	$289K	Sell	6,434 -5,987	-48%	-$269K	﹤0.01%	684
2026 Q1	$539K	Buy	+12,421	New	+$571K	0.01%	468
2025 Q4	–	Sell	-1,831	Closed	-$82.2K	–	1379
2025 Q3	$82.2K	Buy	+1,831	New	+$81.9K	﹤0.01%	800
2025 Q2	–	Sell	-1,831	Closed	-$73.5K	–	1421
2025 Q1	$73.5K	Hold	1,831	–	–	﹤0.01%	831
2024 Q4	$71.5K	Hold	1,831	–	–	﹤0.01%	797
2024 Q3	$78.9K	Buy	+1,831	New	+$75.6K	﹤0.01%	789

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 40.89% 1-Year Est. Return

Mather Group's PIO Position: Q2 2026 in Review

Mather Group reduced its Invesco Global Water ETF (PIO) stake by 48% in Q2 2026, selling an estimated $269K and leaving 6,434 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Mather Group first reported a position in PIO in Q3 2024 and has held it in 6 quarters since. The position peaked at $539K in Q1 2026. 117 funds tracked by Wall St. Rank hold PIO as of Q2 2026.

Mather Group held 6,434 shares of Invesco Global Water ETF worth $289K as of Q2 2026.
Mather Group sold 5,987 Invesco Global Water ETF shares in Q2 2026, an estimated $269K.
Invesco Global Water ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #684 holding.
Mather Group first reported a position in Invesco Global Water ETF in Q3 2024 and has held it in 6 quarters since.
Mather Group's Invesco Global Water ETF position peaked at $539K in Q1 2026.
117 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.