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PIO icon

NewEdge Advisors’s Invesco Global Water ETF PIO Stock Holding History

NewEdge 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 		$52.7K Sell
1,213
-34
-3% -$1.56K ﹤0.01% 2924
2025
Q4 		$55.1K Sell
1,247
-100
-7% -$4.49K ﹤0.01% 2937
2025
Q3 		$60.5K Sell
1,347
-28
-2% -$1.25K ﹤0.01% 2774
2025
Q2 		$61.4K Hold
1,375
– – ﹤0.01% 2597
2025
Q1 		$55.2K Sell
1,375
-37
-3% -$1.5K ﹤0.01% 2524
2024
Q4 		$55.2K Sell
1,412
-268
-16% -$11K ﹤0.01% 2491
2024
Q3 		$72.4K Sell
1,680
-222
-12% -$9.17K ﹤0.01% 2308
2024
Q2 		$76.8K Hold
1,902
– – ﹤0.01% 2194
2024
Q1 		$82K Sell
1,902
-100
-5% -$4K ﹤0.01% 2132
2023
Q4 		$79.1K Hold
2,002
– – ﹤0.01% 2043
2023
Q3 		$67.6K Sell
2,002
-174
-8% -$6.18K ﹤0.01% 1989
2023
Q2 		$77.8K Sell
2,176
-200
-8% -$7K ﹤0.01% 1935
2023
Q1 		$83.1K Hold
2,376
– – ﹤0.01% 1812
2022
Q4 		$78 Buy
+2,376
New +$75.7K ﹤0.01% 3404

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