NBT Bank’s Invesco Global Water ETF PIO Stock Holding History

NBT Bank’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 Q3	–	Sell	-1,539	Closed	-$69.2K	–	900
2026 Q2	$69.2K	Hold	1,539	–	–	﹤0.01%	476
2026 Q1	$66.8K	Hold	1,539	–	–	﹤0.01%	479
2025 Q4	$68K	Buy	1,539 +35	+2%	+$1.57K	﹤0.01%	471
2025 Q3	$67.5K	Hold	1,504	–	–	﹤0.01%	473
2025 Q2	$67.2K	Hold	1,504	–	–	﹤0.01%	467
2025 Q1	$60.4K	Hold	1,504	–	–	﹤0.01%	476
2024 Q4	$58.7K	Hold	1,504	–	–	﹤0.01%	485
2024 Q3	$64.8K	Buy	+1,504	New	+$62.1K	﹤0.01%	495

Other funds holding PIO

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Vima LLC Troy, Michigan $97.9M AUM

Accredited Investor Services St. Cloud, Minnesota $179M AUM 16.38% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return

NBT Bank's PIO Position: Q3 2026 in Review

NBT Bank sold out of Invesco Global Water ETF (PIO) in Q3 2026, closing a stake of 1,539 shares — an estimated $69.2K sold.

NBT Bank first reported a position in PIO in Q3 2024 and held it in 8 quarters. The position peaked at $69.2K in Q2 2026. 36 funds tracked by Wall St. Rank hold PIO as of Q3 2026.

NBT Bank reported no remaining Invesco Global Water ETF position as of Q3 2026 after selling out during the quarter.
NBT Bank sold 1,539 Invesco Global Water ETF shares in Q3 2026, an estimated $69.2K.
NBT Bank first reported a position in Invesco Global Water ETF in Q3 2024 and held it in 8 quarters.
NBT Bank's Invesco Global Water ETF position peaked at $69.2K in Q2 2026.
36 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q3 2026.

Based on NBT Bank's 13F filing for Q3 2026, filed 21 Oct 2026.