SFP
PIO icon

Sandbox Financial Partners’s Invesco Global Water ETF PIO Stock Holding History

Sandbox Financial Partners’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 		$249K Buy
5,734
+435
+8% +$20K 0.07% 100
2025
Q4 		$234K Sell
5,299
-75
-1% -$3.37K 0.06% 108
2025
Q3 		$241K Buy
+5,374
New +$240K 0.07% 106

Other funds holding PIO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sandbox Financial Partners's PIO Position: Q1 2026 in Review

Sandbox Financial Partners increased its Invesco Global Water ETF (PIO) stake by 8.2% in Q1 2026, buying an estimated $20K and bringing the position to 5,734 shares worth $249K. The position accounts for 0.07% of the portfolio, ranked #100.

Sandbox Financial Partners first reported a position in PIO in Q3 2025 and has held it in 3 quarters since. 113 funds tracked by Wall St. Rank hold PIO as of Q1 2026.

  • Sandbox Financial Partners held 5,734 shares of Invesco Global Water ETF worth $249K as of Q1 2026.
  • Sandbox Financial Partners bought 435 Invesco Global Water ETF shares in Q1 2026, an estimated $20K.
  • Invesco Global Water ETF made up 0.07% of Sandbox Financial Partners's portfolio in Q1 2026, its #100 holding.
  • Sandbox Financial Partners first reported a position in Invesco Global Water ETF in Q3 2025 and has held it in 3 quarters since.
  • 113 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.