Washington Trust’s Invesco Global Water ETF PIO Stock Holding History

Washington Trust’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	-400	Closed	-$16.1K	–	584
2025 Q1	$16.1K	Hold	400	–	–	﹤0.01%	548
2024 Q4	$15.6K	Hold	400	–	–	﹤0.01%	620
2024 Q3	$17.2K	Hold	400	–	–	﹤0.01%	609
2024 Q2	$16.2K	Hold	400	–	–	﹤0.01%	608
2024 Q1	$17.2K	Hold	400	–	–	﹤0.01%	599
2023 Q4	$15.8K	Sell	400 -25	-6%	-$877	﹤0.01%	582
2023 Q3	$14.4K	Hold	425	–	–	﹤0.01%	575
2023 Q2	$15.2K	Hold	425	–	–	﹤0.01%	594
2023 Q1	$14.9K	Sell	425 -10	-2%	-$347	﹤0.01%	614
2022 Q4	$14.2K	Sell	435 -15	-3%	-$478	﹤0.01%	606
2022 Q3	$13K	Hold	450	–	–	﹤0.01%	619
2022 Q2	$14K	Hold	450	–	–	﹤0.01%	610
2022 Q1	$16K	Hold	450	–	–	﹤0.01%	625
2021 Q4	$20K	Hold	450	–	–	﹤0.01%	588
2021 Q3	$18K	Hold	450	–	–	﹤0.01%	705
2021 Q2	$18K	Hold	450	–	–	﹤0.01%	712
2021 Q1	$16K	Hold	450	–	–	﹤0.01%	704
2020 Q4	$16K	Hold	450	–	–	﹤0.01%	696
2020 Q3	$14K	Hold	450	–	–	﹤0.01%	681
2020 Q2	$13K	Hold	450	–	–	﹤0.01%	625
2020 Q1	$11K	Buy	+450	New	+$13.2K	﹤0.01%	655

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Washington Trust's PIO Position: Q2 2025 in Review

Washington Trust sold out of Invesco Global Water ETF (PIO) in Q2 2025, closing a stake of 400 shares — an estimated $16.1K sold.

Washington Trust first reported a position in PIO in Q1 2020 and held it in 21 quarters. The position peaked at $20K in Q4 2021. 110 funds tracked by Wall St. Rank hold PIO as of Q2 2025.

Washington Trust reported no remaining Invesco Global Water ETF position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 400 Invesco Global Water ETF shares in Q2 2025, an estimated $16.1K.
Washington Trust first reported a position in Invesco Global Water ETF in Q1 2020 and held it in 21 quarters.
Washington Trust's Invesco Global Water ETF position peaked at $20K in Q4 2021.
110 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.