Caldwell Sutter Capital’s Invesco Global Water ETF PIO Stock Holding History

Caldwell Sutter Capital’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	$2.25K	Hold	50	–	–	﹤0.01%	786
2026 Q1	$2.17K	Hold	50	–	–	﹤0.01%	745
2025 Q4	$2.21K	Hold	50	–	–	﹤0.01%	732
2025 Q3	$2.25K	Hold	50	–	–	﹤0.01%	730
2025 Q2	$2.23K	Hold	50	–	–	﹤0.01%	713
2025 Q1	$2.01K	Sell	50 -50	-50%	-$2.02K	﹤0.01%	732
2024 Q4	$3.91K	Hold	100	–	–	﹤0.01%	667
2024 Q3	$4.31K	Hold	100	–	–	﹤0.01%	655
2024 Q2	$4.04K	Hold	100	–	–	﹤0.01%	658
2024 Q1	$4.31K	Hold	100	–	–	﹤0.01%	649
2023 Q4	$3.95K	Hold	100	–	–	﹤0.01%	657
2023 Q3	$3.38K	Sell	100 -75	-43%	-$2.66K	﹤0.01%	653
2023 Q2	$6.26K	Buy	175 +75	+75%	+$2.63K	﹤0.01%	580
2023 Q1	$3.5K	Buy	+100	New	+$3.47K	﹤0.01%	457

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

Caldwell Sutter Capital's PIO Position: Q2 2026 in Review

Caldwell Sutter Capital held its Invesco Global Water ETF (PIO) position steady in Q2 2026 at 50 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

Caldwell Sutter Capital first reported a position in PIO in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.26K in Q2 2023. 117 funds tracked by Wall St. Rank hold PIO as of Q2 2026.

Caldwell Sutter Capital held 50 shares of Invesco Global Water ETF worth $2.25K as of Q2 2026.
Caldwell Sutter Capital left its Invesco Global Water ETF share count unchanged in Q2 2026.
Invesco Global Water ETF made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #786 holding.
Caldwell Sutter Capital first reported a position in Invesco Global Water ETF in Q1 2023 and has held it in 14 quarters since.
Caldwell Sutter Capital's Invesco Global Water ETF position peaked at $6.26K in Q2 2023.
117 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.