Capital Wealth Alliance
PIO icon

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
Q3 		$259K Sell
5,998
-3,727
-38% -$166K 0.11% 91
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% +$9.9K 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

YHB Investment Advisors
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Elmwood Wealth Management
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return
Vima LLC
Vima LLC Troy, Michigan $97.9M AUM
Accredited Investor Services
Accredited Investor Services St. Cloud, Minnesota $179M AUM 16.38% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Blueline Advisors
Blueline Advisors Exeter, New Hampshire $142M AUM 7.87% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Capital Wealth Alliance's PIO Position: Q3 2026 in Review

Capital Wealth Alliance reduced its Invesco Global Water ETF (PIO) stake by 38% in Q3 2026, selling an estimated $166K and leaving 5,998 shares worth $259K. The position accounts for 0.11% of the portfolio, ranked #91.

Capital Wealth Alliance first reported a position in PIO in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.15M in Q2 2023. 28 funds tracked by Wall St. Rank hold PIO as of Q3 2026.

  • Capital Wealth Alliance held 5,998 shares of Invesco Global Water ETF worth $259K as of Q3 2026.
  • Capital Wealth Alliance sold 3,727 Invesco Global Water ETF shares in Q3 2026, an estimated $166K.
  • Invesco Global Water ETF made up 0.11% of Capital Wealth Alliance's portfolio in Q3 2026, its #91 holding.
  • Capital Wealth Alliance first reported a position in Invesco Global Water ETF in Q4 2019 and has held it in 20 quarters since.
  • Capital Wealth Alliance's Invesco Global Water ETF position peaked at $1.15M in Q2 2023.
  • 28 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q3 2026.

Based on Capital Wealth Alliance's 13F filing for Q3 2026, filed 20 Oct 2026.