Running Point Capital Advisors’s Invesco Global Water ETF PIO Stock Holding History

Running Point Capital 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
2025 Q4	$127K	Hold	2,886	–	–	0.03%	131
2025 Q3	$130K	Hold	2,886	–	–	0.03%	132
2025 Q2	$129K	Hold	2,886	–	–	0.04%	126
2025 Q1	$116K	Hold	2,886	–	–	0.04%	122
2024 Q4	$113K	Hold	2,886	–	–	0.04%	113
2024 Q3	$124K	Hold	2,886	–	–	0.05%	101
2024 Q2	$117K	Sell	2,886 -8,360	-74%	-$348K	0.05%	97
2024 Q1	$485K	Sell	11,246 -93	-0.8%	-$3.72K	0.22%	61
2023 Q4	$448K	Buy	11,339 +93	+0.8%	+$3.26K	0.22%	64
2023 Q3	$380K	Hold	11,246	–	–	0.22%	67
2023 Q2	$402K	Hold	11,246	–	–	0.23%	66
2023 Q1	$393K	Hold	11,246	–	–	0.24%	66
2022 Q4	$367K	Hold	11,246	–	–	0.23%	64
2022 Q3	$323K	Hold	11,246	–	–	0.21%	64
2022 Q2	$349K	Hold	11,246	–	–	0.22%	62
2022 Q1	$411K	Hold	11,246	–	–	0.24%	51
2021 Q4	$489K	Hold	11,246	–	–	0.29%	50
2021 Q3	$446K	Hold	11,246	–	–	0.2%	67
2021 Q2	$446K	Hold	11,246	–	–	0.2%	64
2021 Q1	$407K	Hold	11,246	–	–	0.22%	59
2020 Q4	$393K	Buy	+11,246	New	+$377K	0.23%	56

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Running Point Capital Advisors's PIO Position: Q4 2025 in Review

Running Point Capital Advisors held its Invesco Global Water ETF (PIO) position steady in Q4 2025 at 2,886 shares worth $127K. The position accounts for 0.03% of the portfolio, ranked #131.

Running Point Capital Advisors first reported a position in PIO in Q4 2020 and has held it in 21 quarters since. The position peaked at $489K in Q4 2021. 116 funds tracked by Wall St. Rank hold PIO as of Q4 2025.

Running Point Capital Advisors held 2,886 shares of Invesco Global Water ETF worth $127K as of Q4 2025.
Running Point Capital Advisors left its Invesco Global Water ETF share count unchanged in Q4 2025.
Invesco Global Water ETF made up 0.03% of Running Point Capital Advisors's portfolio in Q4 2025, its #131 holding.
Running Point Capital Advisors first reported a position in Invesco Global Water ETF in Q4 2020 and has held it in 21 quarters since.
Running Point Capital Advisors's Invesco Global Water ETF position peaked at $489K in Q4 2021.
116 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.