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 Q3	$2K	Hold	42	–	–	﹤0.01%	1573
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

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 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

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

CX Institutional's PIO Position: Q3 2026 in Review

CX Institutional held its Invesco Global Water ETF (PIO) position steady in Q3 2026 at 42 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

CX Institutional first reported a position in PIO in Q2 2022 and has held it in 8 quarters since. The position peaked at $518K in Q2 2022. 28 funds tracked by Wall St. Rank hold PIO as of Q3 2026.

CX Institutional held 42 shares of Invesco Global Water ETF worth $2K as of Q3 2026.
CX Institutional left its Invesco Global Water ETF share count unchanged in Q3 2026.
Invesco Global Water ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1573 holding.
CX Institutional first reported a position in Invesco Global Water ETF in Q2 2022 and has held it in 8 quarters since.
CX Institutional's Invesco Global Water ETF position peaked at $518K in Q2 2022.
28 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.