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 Q3	$280K	Buy	6,476 +42	+0.7%	+$1.87K	﹤0.01%	701
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

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CWA

Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return

Blueline Advisors Exeter, New Hampshire $142M AUM 7.87% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

USB

Union Savings Bank Litchfield, Connecticut $250M AUM 14.81% 1-Year Est. Return

BIM

Breakwater Investment Management Seattle, Washington $302M AUM 10.26% 1-Year Est. Return

Mather Group's PIO Position: Q3 2026 in Review

Mather Group increased its Invesco Global Water ETF (PIO) stake by 0.65% in Q3 2026, buying an estimated $1.87K and bringing the position to 6,476 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Mather Group first reported a position in PIO in Q3 2024 and has held it in 7 quarters since. The position peaked at $539K in Q1 2026. 17 funds tracked by Wall St. Rank hold PIO as of Q3 2026.

Mather Group held 6,476 shares of Invesco Global Water ETF worth $280K as of Q3 2026.
Mather Group bought 42 Invesco Global Water ETF shares in Q3 2026, an estimated $1.87K.
Invesco Global Water ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #701 holding.
Mather Group first reported a position in Invesco Global Water ETF in Q3 2024 and has held it in 7 quarters since.
Mather Group's Invesco Global Water ETF position peaked at $539K in Q1 2026.
17 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.