MA
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Mutual Advisors’s Invesco Global Water ETF PIO Stock Holding History

Mutual Advisors’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 		$407K Buy
9,367
+140
+2% +$6.43K 0.01% 984
2025
Q4 		$407K Sell
9,227
-26
-0.3% -$1.17K 0.01% 969
2025
Q3 		$425K Sell
9,253
-248
-3% -$11.1K 0.01% 925
2025
Q2 		$426K Buy
9,501
+40
+0.4% +$1.68K 0.01% 855
2025
Q1 		$386K Buy
9,461
+29
+0.3% +$1.18K 0.01% 816
2024
Q4 		$376K Buy
9,432
+21
+0.2% +$864 0.01% 809
2024
Q3 		$385K Sell
9,411
-132
-1% -$5.45K 0.01% 802
2024
Q2 		$397K Buy
9,543
+64
+0.7% +$2.66K 0.01% 789
2024
Q1 		$409K Buy
9,479
+101
+1% +$4.04K 0.01% 766
2023
Q4 		$371K Sell
9,378
-191
-2% -$6.7K 0.01% 749
2023
Q3 		$323K Sell
9,569
-47
-0.5% -$1.67K 0.01% 756
2023
Q2 		$344K Buy
9,616
+1
+0% +$35 0.01% 766
2023
Q1 		$336K Sell
9,615
-414
-4% -$14.4K 0.01% 744
2022
Q4 		$327K Sell
10,029
-5,211
-34% -$166K 0.01% 715
2022
Q3 		$438K Buy
15,240
+363
+2% +$11.7K 0.02% 599
2022
Q2 		$462K Sell
14,877
-91
-0.6% -$3.06K 0.03% 554
2022
Q1 		$547K Buy
14,968
+65
+0.4% +$2.46K 0.03% 550
2021
Q4 		$648K Buy
14,903
+1,577
+12% +$65.8K 0.03% 502
2021
Q3 		$529K Buy
13,326
+8,161
+158% +$342K 0.03% 525
2021
Q2 		$205K Buy
+5,165
New +$201K 0.01% 786

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 $75.5B 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 $501B 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 $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $56.9B AUM 39.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return