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

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 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

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 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. 23 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.
23 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.