WP
PIO icon

WealthShield Partners’s Invesco Global Water ETF PIO Stock Holding History

WealthShield Partners’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 		$134K Hold
3,085
– – 0.01% 380
2025
Q4 		$136K Sell
3,085
-15
-0.5% -$673 0.02% 369
2025
Q3 		$139K Buy
3,100
+120
+4% +$5.37K 0.02% 367
2025
Q2 		$133K Hold
2,980
– – 0.02% 355
2025
Q1 		$120K Hold
2,980
– – 0.02% 355
2024
Q4 		$116K Hold
2,980
– – 0.02% 326
2024
Q3 		$128K Sell
2,980
-142
-5% -$5.87K 0.02% 327
2024
Q2 		$126K Sell
3,122
-110
-3% -$4.58K 0.02% 305
2024
Q1 		$139K Hold
3,232
– – 0.02% 295
2023
Q4 		$128K Hold
3,232
– – 0.02% 303
2023
Q3 		$109K Hold
3,232
– – 0.02% 336
2023
Q2 		$116K Hold
3,232
– – 0.02% 324
2023
Q1 		$113K Buy
+3,232
New +$112K 0.02% 328

Other funds holding PIO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return