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Meramec Financial Planners’s Invesco Global Water ETF PIO Stock Holding History

Meramec Financial Planners’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 		$207K Buy
4,655
+25
+0.5% +$1.12K 0.08% 122
2026
Q1 		$217K Buy
4,630
+4
+0.1% +$184 0.09% 117
2025
Q4 		$219K Buy
+4,626
New +$208K 0.09% 119

Other funds holding PIO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Meramec Financial Planners's PIO Position: Q2 2026 in Review

Meramec Financial Planners increased its Invesco Global Water ETF (PIO) stake by 0.54% in Q2 2026, buying an estimated $1.12K and bringing the position to 4,655 shares worth $207K. The position accounts for 0.08% of the portfolio, ranked #122.

Meramec Financial Planners first reported a position in PIO in Q4 2025 and has held it in 3 quarters since. The position peaked at $219K in Q4 2025. 117 funds tracked by Wall St. Rank hold PIO as of Q2 2026.

  • Meramec Financial Planners held 4,655 shares of Invesco Global Water ETF worth $207K as of Q2 2026.
  • Meramec Financial Planners bought 25 Invesco Global Water ETF shares in Q2 2026, an estimated $1.12K.
  • Invesco Global Water ETF made up 0.08% of Meramec Financial Planners's portfolio in Q2 2026, its #122 holding.
  • Meramec Financial Planners first reported a position in Invesco Global Water ETF in Q4 2025 and has held it in 3 quarters since.
  • Meramec Financial Planners's Invesco Global Water ETF position peaked at $219K in Q4 2025.
  • 117 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.