SVB Wealth’s Invesco Global Water ETF PIO Stock Holding History

SVB Wealth’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 Q2	–	Sell	-1,355	Closed	-$54.4K	–	1302
2025 Q1	$54.4K	Buy	+1,355	New	+$54.9K	﹤0.01%	524

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

SVB Wealth's PIO Position: Q2 2025 in Review

SVB Wealth sold out of Invesco Global Water ETF (PIO) in Q2 2025, closing a stake of 1,355 shares — an estimated $54.4K sold.

SVB Wealth first reported a position in PIO in Q1 2025 and held it in 1 quarter. The position peaked at $54.4K in Q1 2025. 110 funds tracked by Wall St. Rank hold PIO as of Q2 2025.

SVB Wealth reported no remaining Invesco Global Water ETF position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 1,355 Invesco Global Water ETF shares in Q2 2025, an estimated $54.4K.
SVB Wealth first reported a position in Invesco Global Water ETF in Q1 2025 and held it in 1 quarter.
SVB Wealth's Invesco Global Water ETF position peaked at $54.4K in Q1 2025.
110 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.