CWA
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Capital Wealth Alliance’s Invesco Global Water ETF PIO Stock Holding History

Capital Wealth Alliance’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 		$437K Sell
9,725
-522
-5% -$23.4K 0.2% 68
2026
Q1 		$445K Sell
10,247
-10,116
-50% -$465K 0.2% 60
2025
Q4 		$965K Sell
20,363
-289
-1% -$13K 0.41% 35
2025
Q3 		$927K Sell
20,652
-3,729
-15% -$167K 0.46% 32
2025
Q2 		$1.09M Buy
24,381
+5,046
+26% +$211K 0.59% 32
2025
Q1 		$776K Sell
19,335
-1,875
-9% -$75.9K 0.46% 35
2024
Q4 		$828K Buy
+21,210
New +$872K 0.47% 45
2023
Q4 		– Sell
-22,635
Closed -$765K – 101
2023
Q3 		$765K Sell
22,635
-9,639
-30% -$342K 0.58% 43
2023
Q2 		$1.15M Sell
32,274
-581
-2% -$20.4K 0.87% 29
2023
Q1 		$1.15M Buy
32,855
+285
+0.9% +$9.88K 0.93% 25
2022
Q4 		$1.06M Sell
32,570
-525
-2% -$16.7K 0.89% 25
2022
Q3 		$950K Buy
33,095
+1,652
+5% +$53.1K 0.79% 30
2022
Q2 		$976K Buy
31,443
+802
+3% +$27K 0.68% 34
2022
Q1 		$1.12M Buy
30,641
+6,709
+28% +$253K 0.67% 39
2021
Q4 		$1.04M Buy
23,932
+9,008
+60% +$376K 0.61% 48
2021
Q3 		$605K Buy
14,924
+668
+5% +$28K 0.37% 72
2021
Q2 		$570K Buy
14,256
+5,303
+59% +$206K 0.36% 73
2021
Q1 		$324K Buy
+8,953
New +$319K 0.22% 96
2020
Q1 		– Sell
-1,717
Closed -$54K – 266
2019
Q4 		$54K Buy
+1,717
New +$50K 0.04% 137

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 40.89% 1-Year Est. Return

Capital Wealth Alliance's PIO Position: Q2 2026 in Review

Capital Wealth Alliance reduced its Invesco Global Water ETF (PIO) stake by 5.1% in Q2 2026, selling an estimated $23.4K and leaving 9,725 shares worth $437K. The position accounts for 0.2% of the portfolio, ranked #68.

Capital Wealth Alliance first reported a position in PIO in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.15M in Q2 2023. 117 funds tracked by Wall St. Rank hold PIO as of Q2 2026.

  • Capital Wealth Alliance held 9,725 shares of Invesco Global Water ETF worth $437K as of Q2 2026.
  • Capital Wealth Alliance sold 522 Invesco Global Water ETF shares in Q2 2026, an estimated $23.4K.
  • Invesco Global Water ETF made up 0.2% of Capital Wealth Alliance's portfolio in Q2 2026, its #68 holding.
  • Capital Wealth Alliance first reported a position in Invesco Global Water ETF in Q4 2019 and has held it in 19 quarters since.
  • Capital Wealth Alliance's Invesco Global Water ETF position peaked at $1.15M in Q2 2023.
  • 117 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2026.

Based on Capital Wealth Alliance's 13F filing for Q2 2026, filed 31 Jul 2026.