Concurrent Investment Advisors’s Invesco Global Water ETF PIO Stock Holding History

Concurrent Investment 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 Q3	$486K	Buy	+11,246	New	+$500K	﹤0.01%	1584

Other funds holding PIO

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

Vima LLC Troy, Michigan $97.9M AUM

Accredited Investor Services St. Cloud, Minnesota $179M AUM 16.38% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Blueline Advisors Exeter, New Hampshire $142M AUM 7.87% 1-Year Est. Return

Concurrent Investment Advisors's PIO Position: Q3 2026 in Review

Concurrent Investment Advisors opened a new position in Invesco Global Water ETF (PIO) in Q3 2026: 11,246 shares worth $486K. The stake represents ﹤0.01% of the portfolio and ranks #1584 among its holdings.

32 funds tracked by Wall St. Rank hold PIO as of Q3 2026.

Concurrent Investment Advisors held 11,246 shares of Invesco Global Water ETF worth $486K as of Q3 2026.
Invesco Global Water ETF was a new Concurrent Investment Advisors position in Q3 2026.
Invesco Global Water ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1584 holding.
32 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.