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Spire Wealth Management’s Invesco Global Water ETF PIO Stock Holding History

Spire Wealth Management’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
Q2 		$501K Hold
11,130
– – 0.02% 549
2026
Q1 		$483K Sell
11,130
-1
-0% -$46 0.02% 549
2025
Q4 		$491K Hold
11,131
– – 0.02% 549
2025
Q3 		$500K Buy
11,131
+1
+0% +$45 0.02% 524
2025
Q2 		$497K Hold
11,130
– – 0.02% 506
2025
Q1 		$447K Hold
11,130
– – 0.01% 600
2024
Q4 		$435K Hold
11,130
– – 0.01% 587
2024
Q3 		$479K Buy
11,130
+1
+0% +$41 0.02% 525
2024
Q2 		$450K Sell
11,129
-190
-2% -$7.9K 0.02% 506
2024
Q1 		$488K Hold
11,319
– – 0.01% 518
2023
Q4 		$432K Hold
11,319
– – 0.01% 548
2023
Q3 		$382K Hold
11,319
– – 0.01% 537
2023
Q2 		$405K Hold
11,319
– – 0.01% 545
2023
Q1 		$396K Buy
11,319
+22
+0.2% +$763 0.02% 544
2022
Q4 		$369K Sell
11,297
-100
-0.9% -$3.19K 0.02% 420
2022
Q3 		$327K Sell
11,397
-22
-0.2% -$707 0.02% 419
2022
Q2 		$355K Sell
11,419
-304
-3% -$10.2K 0.01% 575
2022
Q1 		$428K Hold
11,723
– – 0.01% 622
2021
Q4 		$509K Buy
11,723
+40
+0.3% +$1.67K 0.01% 697
2021
Q3 		$464K Buy
11,683
+25
+0.2% +$1.05K 0.01% 610
2021
Q2 		$463K Hold
11,658
– – 0.01% 629
2021
Q1 		$422K Buy
+11,658
New +$416K 0.01% 726

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Spire Wealth Management's PIO Position: Q2 2026 in Review

Spire Wealth Management held its Invesco Global Water ETF (PIO) position steady in Q2 2026 at 11,130 shares worth $501K. The position accounts for 0.02% of the portfolio, ranked #549.

Spire Wealth Management first reported a position in PIO in Q1 2021 and has held it in 22 quarters since. The position peaked at $509K in Q4 2021. 117 funds tracked by Wall St. Rank hold PIO as of Q2 2026.

  • Spire Wealth Management held 11,130 shares of Invesco Global Water ETF worth $501K as of Q2 2026.
  • Spire Wealth Management left its Invesco Global Water ETF share count unchanged in Q2 2026.
  • Invesco Global Water ETF made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #549 holding.
  • Spire Wealth Management first reported a position in Invesco Global Water ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Invesco Global Water ETF position peaked at $509K in Q4 2021.
  • 117 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.