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PIO icon

Moors & Cabot’s Invesco Global Water ETF PIO Stock Holding History

Moors & Cabot’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 		$452K Sell
10,414
-1,311
-11% -$60.2K 0.02% 575
2025
Q4 		$518K Sell
11,725
-500
-4% -$22.4K 0.02% 528
2025
Q3 		$549K Sell
12,225
-1,800
-13% -$80.5K 0.02% 506
2025
Q2 		$626K Buy
14,025
+5
+0% +$209 0.03% 451
2025
Q1 		$563K Sell
14,020
-499
-3% -$20.2K 0.03% 453
2024
Q4 		$567K Buy
14,519
+1
+0% +$41 0.03% 463
2024
Q3 		$625K Sell
14,518
-250
-2% -$10.3K 0.03% 434
2024
Q2 		$597K Sell
14,768
-346
-2% -$14.4K 0.03% 426
2024
Q1 		$652K Sell
15,114
-50
-0.3% -$2K 0.04% 413
2023
Q4 		$599K Buy
15,164
+151
+1% +$5.3K 0.04% 403
2023
Q3 		$507K Buy
15,013
+1
+0% +$35 0.03% 433
2023
Q2 		$537K Buy
15,012
+3
+0% +$105 0.04% 427
2023
Q1 		$525K Buy
15,009
+31
+0.2% +$1.07K 0.04% 421
2022
Q4 		$489K Buy
14,978
+1
+0% +$32 0.03% 430
2022
Q3 		$430K Buy
14,977
+2
+0% +$64 0.03% 440
2022
Q2 		$465K Buy
14,975
+3
+0% +$101 0.03% 433
2022
Q1 		$547K Sell
14,972
-100
-0.7% -$3.78K 0.03% 442
2021
Q4 		$655K Buy
15,072
+3
+0% +$125 0.04% 387
2021
Q3 		$599K Buy
15,069
+2
+0% +$84 0.04% 398
2021
Q2 		$598K Buy
15,067
+3
+0% +$117 0.04% 376
2021
Q1 		$545K Sell
15,064
-350
-2% -$12.5K 0.04% 375
2020
Q4 		$537K Buy
15,414
+2
+0% +$67 0.05% 348
2020
Q3 		$489K Sell
15,412
-1,200
-7% -$37.2K 0.05% 333
2020
Q2 		$475K Buy
16,612
+2,354
+17% +$64K 0.05% 323
2020
Q1 		$351K Sell
14,258
-3,295
-19% -$96.8K 0.05% 326
2019
Q4 		$542K Buy
17,553
+1
+0% +$29 0.05% 324
2019
Q3 		$490K Buy
17,552
+2
+0% +$55 0.05% 337
2019
Q2 		$490K Buy
17,550
+5
+0% +$136 0.06% 300
2019
Q1 		$471K Hold
17,545
– – 0.06% 290
2018
Q4 		$406K Buy
17,545
+2
+0% +$48 0.06% 295
2018
Q3 		$449K Buy
17,543
+2
+0% +$51 0.05% 331
2018
Q2 		$437K Sell
17,541
-2,492
-12% -$64.3K 0.06% 326
2018
Q1 		$515K Buy
20,033
+1
+0% +$26 0.07% 321
2017
Q4 		$521K Sell
20,032
-498
-2% -$12.7K 0.07% 308
2017
Q3 		$510K Buy
20,530
+2
+0% +$48 0.07% 300
2017
Q2 		$487K Buy
20,528
+4
+0% +$94 0.08% 296
2017
Q1 		$464K Hold
20,524
– – 0.08% 290
2016
Q4 		$424K Buy
20,524
+4,004
+24% +$84.3K 0.07% 320
2016
Q3 		$367K Buy
16,520
+1,551
+10% +$34.2K 0.06% 335
2016
Q2 		$324K Buy
14,969
+604
+4% +$13K 0.06% 354
2016
Q1 		$302K Hold
14,365
– – 0.05% 347
2015
Q4 		$300K Buy
14,365
+3
+0% +$64 0.05% 350
2015
Q3 		$288K Buy
14,362
+1
+0% +$22 0.05% 371
2015
Q2 		$342K Buy
14,361
+4
+0% +$98 0.06% 356
2015
Q1 		$331K Hold
14,357
– – 0.06% 356
2014
Q4 		$328K Buy
14,357
+2
+0% +$46 0.06% 363
2014
Q3 		$326K Buy
14,355
+1
+0% +$24 0.06% 357
2014
Q2 		$353K Sell
14,354
-621
-4% -$15.1K 0.06% 339
2014
Q1 		$364K Buy
+14,975
New +$349K 0.09% 237

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 $79.5B AUM 27.1% 1-Year Est. Return

Moors & Cabot's PIO Position: Q1 2026 in Review

Moors & Cabot reduced its Invesco Global Water ETF (PIO) stake by 11% in Q1 2026, selling an estimated $60.2K and leaving 10,414 shares worth $452K. The position accounts for 0.02% of the portfolio, ranked #575.

Moors & Cabot first reported a position in PIO in Q1 2014 and has held it in 49 quarters since. The position peaked at $655K in Q4 2021. 113 funds tracked by Wall St. Rank hold PIO as of Q1 2026.

  • Moors & Cabot held 10,414 shares of Invesco Global Water ETF worth $452K as of Q1 2026.
  • Moors & Cabot sold 1,311 Invesco Global Water ETF shares in Q1 2026, an estimated $60.2K.
  • Invesco Global Water ETF made up 0.02% of Moors & Cabot's portfolio in Q1 2026, its #575 holding.
  • Moors & Cabot first reported a position in Invesco Global Water ETF in Q1 2014 and has held it in 49 quarters since.
  • Moors & Cabot's Invesco Global Water ETF position peaked at $655K in Q4 2021.
  • 113 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.