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

Whittier 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
2026 Q2	$32K	Hold	700	–	–	﹤0.01%	942
2026 Q1	$30.8K	Buy	+700	New	+$32.2K	﹤0.01%	923

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Whittier Trust's PIO Position: Q2 2026 in Review

Whittier Trust held its Invesco Global Water ETF (PIO) position steady in Q2 2026 at 700 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

Whittier Trust first reported a position in PIO in Q1 2026 and has held it in 2 quarters since. 117 funds tracked by Wall St. Rank hold PIO as of Q2 2026.

Whittier Trust held 700 shares of Invesco Global Water ETF worth $32K as of Q2 2026.
Whittier Trust left its Invesco Global Water ETF share count unchanged in Q2 2026.
Invesco Global Water ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #942 holding.
Whittier Trust first reported a position in Invesco Global Water ETF in Q1 2026 and has held it in 2 quarters since.
117 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.