Millstone Evans Group’s Invesco Global Water ETF PIO Stock Holding History

Millstone Evans 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	$226K	Hold	5,030	–	–	0.12%	128
2026 Q1	$218K	Hold	5,030	–	–	0.13%	134
2025 Q4	$222K	Hold	5,030	–	–	0.13%	129
2025 Q3	$226K	Hold	5,030	–	–	0.14%	114
2025 Q2	$225K	Hold	5,030	–	–	0.15%	113
2025 Q1	$202K	Hold	5,030	–	–	0.14%	118
2024 Q4	$196K	Buy	+5,030	New	+$207K	0.13%	122

Other funds holding PIO

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Millstone Evans Group's PIO Position: Q2 2026 in Review

Millstone Evans Group held its Invesco Global Water ETF (PIO) position steady in Q2 2026 at 5,030 shares worth $226K. The position accounts for 0.12% of the portfolio, ranked #128.

Millstone Evans Group first reported a position in PIO in Q4 2024 and has held it in 7 quarters since. 100 funds tracked by Wall St. Rank hold PIO as of Q2 2026.

Millstone Evans Group held 5,030 shares of Invesco Global Water ETF worth $226K as of Q2 2026.
Millstone Evans Group left its Invesco Global Water ETF share count unchanged in Q2 2026.
Invesco Global Water ETF made up 0.12% of Millstone Evans Group's portfolio in Q2 2026, its #128 holding.
Millstone Evans Group first reported a position in Invesco Global Water ETF in Q4 2024 and has held it in 7 quarters since.
100 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.