Trask Adam Roland’s Invesco Global Water ETF PIO Stock Holding History

Trask Adam Roland’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	$4.34K	Buy	+100	New	+$4.59K	﹤0.01%	180

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

Trask Adam Roland's PIO Position: Q1 2026 in Review

Trask Adam Roland opened a new position in Invesco Global Water ETF (PIO) in Q1 2026: 100 shares worth $4.34K. The stake represents ﹤0.01% of the portfolio and ranks #180 among its holdings.

113 funds tracked by Wall St. Rank hold PIO as of Q1 2026.

Trask Adam Roland held 100 shares of Invesco Global Water ETF worth $4.34K as of Q1 2026.
Invesco Global Water ETF was a new Trask Adam Roland position in Q1 2026.
Invesco Global Water ETF made up ﹤0.01% of Trask Adam Roland's portfolio in Q1 2026, its #180 holding.
113 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.