EWM
PIO icon

Elmwood Wealth Management’s Invesco Global Water ETF PIO Stock Holding History

Elmwood Wealth Management’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 		$559K Sell
12,423
-3,332
-21% -$150K 0.14% 120
2026
Q1 		$684K Sell
15,755
-3,858
-20% -$177K 0.19% 103
2025
Q4 		$866K Sell
19,613
-8,905
-31% -$400K 0.27% 90
2025
Q3 		$1.28M Sell
28,518
-16,335
-36% -$730K 0.45% 68
2025
Q2 		$2M Sell
44,853
-185
-0.4% -$7.75K 0.79% 50
2025
Q1 		$1.81M Sell
45,038
-700
-2% -$28.4K 0.74% 52
2024
Q4 		$1.79M Sell
45,738
-215
-0.5% -$8.84K 0.72% 52
2024
Q3 		$1.98M Buy
45,953
+5,318
+13% +$220K 0.82% 48
2024
Q2 		$1.64M Buy
40,635
+1,335
+3% +$55.5K 0.73% 54
2024
Q1 		$1.69M Buy
39,300
+22,815
+138% +$913K 0.73% 53
2023
Q4 		$652K Sell
16,485
-22,625
-58% -$794K 0.46% 61
2023
Q3 		$1.32M Sell
39,110
-450
-1% -$16K 0.64% 54
2023
Q2 		$1.42M Sell
39,560
-1,540
-4% -$53.9K 0.66% 50
2023
Q1 		$1.44M Buy
41,100
+435
+1% +$15.1K 0.68% 53
2022
Q4 		$1.33M Buy
40,665
+20
+0% +$637 0.66% 52
2022
Q3 		$1.17M Buy
40,645
+685
+2% +$22K 0.58% 57
2022
Q2 		$1.24M Buy
39,960
+1,362
+4% +$45.8K 0.71% 56
2022
Q1 		$1.41M Buy
38,598
+4,626
+14% +$175K 0.72% 58
2021
Q4 		$1.48M Buy
+33,972
New +$1.42M 0.7% 56
2021
Q2 		$1.24M Buy
31,335
+200
+0.6% +$7.77K 0.66% 58
2021
Q1 		$1.13M Buy
+31,135
New +$1.11M 0.69% 57
2020
Q3 		$874K Hold
30,427
– – 0.71% 49
2020
Q2 		$874K Sell
30,427
-1,938
-6% -$52.7K 0.71% 49
2020
Q1 		$831K Sell
32,365
-5,363
-14% -$158K 0.8% 47
2019
Q4 		$1.17M Buy
+37,728
New +$1.1M 1.01% 39
2019
Q3 		– Sell
-37,105
Closed -$1.03M – 276
2019
Q2 		$1.03M Buy
37,105
+2,280
+7% +$62.1K 0.91% 42
2019
Q1 		$936K Buy
34,825
+1,034
+3% +$26.4K 0.87% 46
2018
Q4 		$780K Buy
33,791
+258
+0.8% +$6.2K 0.75% 51
2018
Q3 		$861K Buy
33,533
+47
+0.1% +$1.2K 0.71% 52
2018
Q2 		$837K Buy
33,486
+1,121
+3% +$28.9K 0.76% 48
2018
Q1 		$831K Buy
+32,365
New +$838K 0.8% 47

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

Elmwood Wealth Management's PIO Position: Q2 2026 in Review

Elmwood Wealth Management reduced its Invesco Global Water ETF (PIO) stake by 21% in Q2 2026, selling an estimated $150K and leaving 12,423 shares worth $559K. The position accounts for 0.14% of the portfolio, ranked #120.

Elmwood Wealth Management first reported a position in PIO in Q1 2018 and has held it in 31 quarters since. The position peaked at $2M in Q2 2025. 116 funds tracked by Wall St. Rank hold PIO as of Q2 2026.

  • Elmwood Wealth Management held 12,423 shares of Invesco Global Water ETF worth $559K as of Q2 2026.
  • Elmwood Wealth Management sold 3,332 Invesco Global Water ETF shares in Q2 2026, an estimated $150K.
  • Invesco Global Water ETF made up 0.14% of Elmwood Wealth Management's portfolio in Q2 2026, its #120 holding.
  • Elmwood Wealth Management first reported a position in Invesco Global Water ETF in Q1 2018 and has held it in 31 quarters since.
  • Elmwood Wealth Management's Invesco Global Water ETF position peaked at $2M in Q2 2025.
  • 116 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.