Napa Wealth Management’s Invesco Global Water ETF PIO Stock Holding History

Napa Wealth Management’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 Q3	$547K	Buy	+12,184	New	+$545K	0.26%	89

Other funds holding PIO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Napa Wealth Management's PIO Position: Q3 2025 in Review

Napa Wealth Management opened a new position in Invesco Global Water ETF (PIO) in Q3 2025: 12,184 shares worth $547K. The stake represents 0.26% of the portfolio and ranks #89 among its holdings.

111 funds tracked by Wall St. Rank hold PIO as of Q3 2025.

Napa Wealth Management held 12,184 shares of Invesco Global Water ETF worth $547K as of Q3 2025.
Invesco Global Water ETF was a new Napa Wealth Management position in Q3 2025.
Invesco Global Water ETF made up 0.26% of Napa Wealth Management's portfolio in Q3 2025, its #89 holding.
111 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.