CX Institutional’s Invesco Global Water ETF PIO Stock Holding History

CX Institutional’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	$2K	Hold	42	–	–	﹤0.01%	1482
2026 Q1	$2K	Hold	42	–	–	﹤0.01%	1463
2025 Q4	$2K	Hold	42	–	–	﹤0.01%	1388
2025 Q3	$2K	Hold	42	–	–	﹤0.01%	1315
2025 Q2	$2K	Hold	42	–	–	﹤0.01%	1155
2025 Q1	$2K	Buy	+42	New	+$1.7K	﹤0.01%	1145
2022 Q3	–	Sell	-16,700	Closed	-$518K	–	957
2022 Q2	$518K	Buy	+16,700	New	+$561K	0.04%	331

Other funds holding PIO

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

WFA

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

CX Institutional's PIO Position: Q2 2026 in Review

CX Institutional held its Invesco Global Water ETF (PIO) position steady in Q2 2026 at 42 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

CX Institutional first reported a position in PIO in Q2 2022 and has held it in 7 quarters since. The position peaked at $518K in Q2 2022. 17 funds tracked by Wall St. Rank hold PIO as of Q2 2026.

CX Institutional held 42 shares of Invesco Global Water ETF worth $2K as of Q2 2026.
CX Institutional left its Invesco Global Water ETF share count unchanged in Q2 2026.
Invesco Global Water ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1482 holding.
CX Institutional first reported a position in Invesco Global Water ETF in Q2 2022 and has held it in 7 quarters since.
CX Institutional's Invesco Global Water ETF position peaked at $518K in Q2 2022.
17 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.