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Principal Securities’s Invesco Global Water ETF PIO Stock Holding History

Principal Securities’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
Q4 		– Sell
-41
Closed -$1.84K – 2920
2025
Q3 		$1.84K Buy
+41
New +$1.83K ﹤0.01% 3256

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Principal Securities's PIO Position: Q4 2025 in Review

Principal Securities sold out of Invesco Global Water ETF (PIO) in Q4 2025, closing a stake of 41 shares — an estimated $1.84K sold.

Principal Securities first reported a position in PIO in Q3 2025 and held it in 1 quarter. The position peaked at $1.84K in Q3 2025. 116 funds tracked by Wall St. Rank hold PIO as of Q4 2025.

  • Principal Securities reported no remaining Invesco Global Water ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 41 Invesco Global Water ETF shares in Q4 2025, an estimated $1.84K.
  • Principal Securities first reported a position in Invesco Global Water ETF in Q3 2025 and held it in 1 quarter.
  • Principal Securities's Invesco Global Water ETF position peaked at $1.84K in Q3 2025.
  • 116 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.