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Money Design’s Invesco Global Water ETF PIO Stock Holding History

Money Design’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
2025
Q2 		$4M Sell
89,431
-9,573
-10% -$401K 0.19% 44
2025
Q1 		$3.97M Sell
99,004
-10,362
-9% -$420K 0.2% 48
2024
Q4 		$4.27M Sell
109,366
-17,622
-14% -$725K 0.22% 47
2024
Q3 		$5.47M Sell
126,988
-18,817
-13% -$777K 0.27% 47
2024
Q2 		$5.89M Sell
145,805
-41,497
-22% -$1.73M 0.32% 44
2024
Q1 		$8.07M Sell
187,302
-53,413
-22% -$2.14M 0.44% 40
2023
Q4 		$9.52M Sell
240,715
-93,465
-28% -$3.28M 0.54% 40
2023
Q3 		$11.3M Sell
334,180
-82,420
-20% -$2.93M 0.69% 39
2023
Q2 		$14.9M Sell
416,600
-45,898
-10% -$1.61M 0.88% 35
2023
Q1 		$16.2M Sell
462,498
-12,696
-3% -$440K 0.95% 34
2022
Q4 		$15.5M Buy
475,194
+108,325
+30% +$3.45M 0.97% 36
2022
Q3 		$10.5M Buy
366,869
+177,372
+94% +$5.7M 0.75% 43
2022
Q2 		$5.88M Buy
189,497
+35,617
+23% +$1.2M 0.44% 58
2022
Q1 		$5.62M Buy
153,880
+29,099
+23% +$1.1M 0.38% 61
2021
Q4 		$5.41M Buy
+124,781
New +$5.21M 0.37% 57

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
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Money Design's PIO Position: Q2 2025 in Review

Money Design reduced its Invesco Global Water ETF (PIO) stake by 9.7% in Q2 2025, selling an estimated $401K and leaving 89,431 shares worth $4M. The position accounts for 0.19% of the portfolio, ranked #44.

Money Design first reported a position in PIO in Q4 2021 and has held it in 15 quarters since. The position peaked at $16.2M in Q1 2023. 110 funds tracked by Wall St. Rank hold PIO as of Q2 2025.

  • Money Design held 89,431 shares of Invesco Global Water ETF worth $4M as of Q2 2025.
  • Money Design sold 9,573 Invesco Global Water ETF shares in Q2 2025, an estimated $401K.
  • Invesco Global Water ETF made up 0.19% of Money Design's portfolio in Q2 2025, its #44 holding.
  • Money Design first reported a position in Invesco Global Water ETF in Q4 2021 and has held it in 15 quarters since.
  • Money Design's Invesco Global Water ETF position peaked at $16.2M in Q1 2023.
  • 110 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.