VWM
PIO icon

Valley Wealth Managers’s Invesco Global Water ETF PIO Stock Holding History

Valley Wealth Managers’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
-220
Closed -$8.83K – 357
2025
Q1 		$8.83K Hold
220
– – ﹤0.01% 280
2024
Q4 		$8.59K Hold
220
– – ﹤0.01% 294
2024
Q3 		$9.48K Buy
+220
New +$9.09K ﹤0.01% 295

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
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Valley Wealth Managers's PIO Position: Q2 2025 in Review

Valley Wealth Managers sold out of Invesco Global Water ETF (PIO) in Q2 2025, closing a stake of 220 shares — an estimated $8.83K sold.

Valley Wealth Managers first reported a position in PIO in Q3 2024 and held it in 3 quarters. The position peaked at $9.48K in Q3 2024. 110 funds tracked by Wall St. Rank hold PIO as of Q2 2025.

  • Valley Wealth Managers reported no remaining Invesco Global Water ETF position as of Q2 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 220 Invesco Global Water ETF shares in Q2 2025, an estimated $8.83K.
  • Valley Wealth Managers first reported a position in Invesco Global Water ETF in Q3 2024 and held it in 3 quarters.
  • Valley Wealth Managers's Invesco Global Water ETF position peaked at $9.48K in Q3 2024.
  • 110 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2025.

Based on Valley Wealth Managers's 13F filing for Q2 2025, filed 6 Aug 2025.