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Bogart Wealth LLC’s Invesco Global Water ETF PIO Stock Holding History

Bogart Wealth 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
Q2 		$2.27K Hold
50
– – ﹤0.01% 1427
2026
Q1 		$2.17K Buy
+50
New +$2.3K ﹤0.01% 1256

Other funds holding PIO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Bogart Wealth LLC's PIO Position: Q2 2026 in Review

Bogart Wealth LLC held its Invesco Global Water ETF (PIO) position steady in Q2 2026 at 50 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

Bogart Wealth LLC 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.

  • Bogart Wealth LLC held 50 shares of Invesco Global Water ETF worth $2.27K as of Q2 2026.
  • Bogart Wealth LLC left its Invesco Global Water ETF share count unchanged in Q2 2026.
  • Invesco Global Water ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1427 holding.
  • Bogart Wealth LLC 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 Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.