Trust Company of Vermont’s Invesco Global Water ETF PIO Stock Holding History

Trust Company of Vermont’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 Q4	$38.1K	Buy	863 +713	+475%	+$32K	﹤0.01%	618
2025 Q3	$6.73K	Hold	150	–	–	﹤0.01%	886
2025 Q2	$6.7K	Hold	150	–	–	﹤0.01%	877
2025 Q1	$6.02K	Hold	150	–	–	﹤0.01%	818
2024 Q4	$5.86K	Hold	150	–	–	﹤0.01%	833
2024 Q3	$6.46K	Hold	150	–	–	﹤0.01%	799
2024 Q2	$6.06K	Hold	150	–	–	﹤0.01%	736
2024 Q1	$6.47K	Hold	150	–	–	﹤0.01%	724
2023 Q4	$5.93K	Hold	150	–	–	﹤0.01%	651
2023 Q3	$5.07K	Hold	150	–	–	﹤0.01%	710
2023 Q2	$5.37K	Hold	150	–	–	﹤0.01%	729
2023 Q1	$5.25K	Hold	150	–	–	﹤0.01%	771
2022 Q4	$4.9K	Buy	+150	New	+$4.78K	﹤0.01%	773

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Trust Company of Vermont's PIO Position: Q4 2025 in Review

Trust Company of Vermont increased its Invesco Global Water ETF (PIO) stake by 475% in Q4 2025, buying an estimated $32K and bringing the position to 863 shares worth $38.1K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Trust Company of Vermont first reported a position in PIO in Q4 2022 and has held it in 13 quarters since. 116 funds tracked by Wall St. Rank hold PIO as of Q4 2025.

Trust Company of Vermont held 863 shares of Invesco Global Water ETF worth $38.1K as of Q4 2025.
Trust Company of Vermont bought 713 Invesco Global Water ETF shares in Q4 2025, an estimated $32K.
Invesco Global Water ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #618 holding.
Trust Company of Vermont first reported a position in Invesco Global Water ETF in Q4 2022 and has held it in 13 quarters since.
116 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.