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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
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Mather Group's PIO Position: Q1 2026 in Review

Mather Group opened a new position in Invesco Global Water ETF (PIO) in Q1 2026: 12,421 shares worth $539K. The stake represents 0.01% of the portfolio and ranks #468 among its holdings. This is a return to the name: Mather Group previously reported a position in PIO as recently as Q3 2025.

Mather Group first reported a position in PIO in Q3 2024 and has held it in 5 quarters since. 113 funds tracked by Wall St. Rank hold PIO as of Q1 2026.

  • Mather Group held 12,421 shares of Invesco Global Water ETF worth $539K as of Q1 2026.
  • Invesco Global Water ETF was a new Mather Group position in Q1 2026.
  • Invesco Global Water ETF made up 0.01% of Mather Group's portfolio in Q1 2026, its #468 holding.
  • Mather Group first reported a position in Invesco Global Water ETF in Q3 2024 and has held it in 5 quarters since.
  • 113 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.