Vima LLC
PIO icon

Vima LLC’s Invesco Global Water ETF PIO Stock Holding History

Vima LLC’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
Q3 		$340K Buy
7,858
+45
+0.6% +$2K 0.35% 64
2026
Q2 		$351K Buy
+7,813
New +$351K 0.34% 58
2024
Q3 		$304K Buy
7,068
+365
+5% +$15.1K 0.62% 47
2024
Q2 		$271K Buy
6,703
+35
+0.5% +$1.46K 0.59% 46
2024
Q1 		$233K Buy
6,668
+215
+3% +$8.61K 0.27% 39
2023
Q4 		$255K Buy
+6,453
New +$226K 0.59% 43

Other funds holding PIO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
YHB Investment Advisors
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Elmwood Wealth Management
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return
Accredited Investor Services
Accredited Investor Services St. Cloud, Minnesota $179M AUM 16.38% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Capital Wealth Alliance
Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Vima LLC's PIO Position: Q3 2026 in Review

Vima LLC increased its Invesco Global Water ETF (PIO) stake by 0.58% in Q3 2026, buying an estimated $2K and bringing the position to 7,858 shares worth $340K. The position accounts for 0.35% of the portfolio, ranked #64.

Vima LLC first reported a position in PIO in Q4 2023 and has held it in 6 quarters since. The position peaked at $351K in Q2 2026. 35 funds tracked by Wall St. Rank hold PIO as of Q3 2026.

  • Vima LLC held 7,858 shares of Invesco Global Water ETF worth $340K as of Q3 2026.
  • Vima LLC bought 45 Invesco Global Water ETF shares in Q3 2026, an estimated $2K.
  • Invesco Global Water ETF made up 0.35% of Vima LLC's portfolio in Q3 2026, its #64 holding.
  • Vima LLC first reported a position in Invesco Global Water ETF in Q4 2023 and has held it in 6 quarters since.
  • Vima LLC's Invesco Global Water ETF position peaked at $351K in Q2 2026.
  • 35 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.