Aptus Capital Advisors’s Invesco Global Water ETF PIO Stock Holding History

Aptus Capital Advisors’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	$126K	Hold	2,795	–	–	﹤0.01%	1211
2026 Q1	$121K	Hold	2,795	–	–	﹤0.01%	1110
2025 Q4	$123K	Hold	2,795	–	–	﹤0.01%	1127
2025 Q3	$125K	Sell	2,795 -77	-3%	-$3.44K	﹤0.01%	1075
2025 Q2	$128K	Sell	2,872 -123	-4%	-$5.15K	﹤0.01%	1026
2025 Q1	$120K	Hold	2,995	–	–	﹤0.01%	979
2024 Q4	$117K	Hold	2,995	–	–	﹤0.01%	978
2024 Q3	$129K	Hold	2,995	–	–	﹤0.01%	824
2024 Q2	$121K	Sell	2,995 -1,300	-30%	-$54.1K	﹤0.01%	799
2024 Q1	$185K	Buy	4,295 +2,995	+230%	+$120K	﹤0.01%	745
2023 Q4	$51.4K	Hold	1,300	–	–	﹤0.01%	677
2023 Q3	$43.9K	Buy	+1,300	New	+$46.1K	﹤0.01%	701
2023 Q1	–	Sell	-1,695	Closed	-$55.3K	–	862
2022 Q4	$55.3K	Buy	1,695 +595	+54%	+$18.9K	﹤0.01%	590
2022 Q3	$32K	Buy	+1,100	New	+$35.4K	﹤0.01%	582

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

Aptus Capital Advisors's PIO Position: Q2 2026 in Review

Aptus Capital Advisors held its Invesco Global Water ETF (PIO) position steady in Q2 2026 at 2,795 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

Aptus Capital Advisors first reported a position in PIO in Q3 2022 and has held it in 14 quarters since. The position peaked at $185K in Q1 2024. 117 funds tracked by Wall St. Rank hold PIO as of Q2 2026.

Aptus Capital Advisors held 2,795 shares of Invesco Global Water ETF worth $126K as of Q2 2026.
Aptus Capital Advisors left its Invesco Global Water ETF share count unchanged in Q2 2026.
Invesco Global Water ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1211 holding.
Aptus Capital Advisors first reported a position in Invesco Global Water ETF in Q3 2022 and has held it in 14 quarters since.
Aptus Capital Advisors's Invesco Global Water ETF position peaked at $185K in Q1 2024.
117 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.