Steward Partners Investment Advisory’s Invesco Global Water ETF PIO Stock Holding History

Steward Partners Investment Advisory’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	–	Sell	-13	Closed	-$574	–	4534
2025 Q4	$574	Hold	13	–	–	﹤0.01%	4141
2025 Q3	$584	Hold	13	–	–	﹤0.01%	4109
2025 Q2	$581	Hold	13	–	–	﹤0.01%	3948
2025 Q1	$522	Hold	13	–	–	﹤0.01%	3858
2024 Q4	$508	Hold	13	–	–	﹤0.01%	3848
2024 Q3	$560	Hold	13	–	–	﹤0.01%	3585
2024 Q2	$525	Hold	13	–	–	﹤0.01%	3467
2024 Q1	$560	Hold	13	–	–	﹤0.01%	3416
2023 Q4	$514	Hold	13	–	–	﹤0.01%	3358
2023 Q3	$439	Sell	13 -383	-97%	-$13.6K	﹤0.01%	3253
2023 Q2	$14.2K	Hold	396	–	–	﹤0.01%	2449
2023 Q1	$13.9K	Buy	+396	New	+$13.7K	﹤0.01%	2412
2021 Q2	–	Sell	-1,000	Closed	-$36.2K	–	7325
2021 Q1	$36.2K	Buy	+1,000	New	+$35.6K	﹤0.01%	2159
2018 Q4	–	Sell	-440	Closed	-$11K	–	1756
2018 Q3	$11K	Hold	440	–	–	﹤0.01%	1843
2018 Q2	$11K	Buy	+440	New	+$11.3K	﹤0.01%	1704

Other funds holding PIO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Steward Partners Investment Advisory's PIO Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of Invesco Global Water ETF (PIO) in Q1 2026, closing a stake of 13 shares — an estimated $574 sold.

Steward Partners Investment Advisory first reported a position in PIO in Q2 2018 and held it in 15 quarters. The position peaked at $36.2K in Q1 2021. 113 funds tracked by Wall St. Rank hold PIO as of Q1 2026.

Steward Partners Investment Advisory reported no remaining Invesco Global Water ETF position as of Q1 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 13 Invesco Global Water ETF shares in Q1 2026, an estimated $574.
Steward Partners Investment Advisory first reported a position in Invesco Global Water ETF in Q2 2018 and held it in 15 quarters.
Steward Partners Investment Advisory's Invesco Global Water ETF position peaked at $36.2K in Q1 2021.
113 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.