Global Retirement Partners’s Invesco Global Water ETF PIO Stock Holding History

Global Retirement Partners’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	$52.9K	Buy	+1,176	New	+$52.8K	﹤0.01%	2483
2025 Q4	$52.2K	Buy	1,182 +47	+4%	+$2.11K	﹤0.01%	2320
2025 Q3	$51K	Buy	1,135 +11	+1%	+$492	﹤0.01%	1878
2025 Q2	$50.2K	Buy	+1,124	New	+$47.1K	﹤0.01%	1767
2024 Q4	$43.4K	Buy	1,111 +1,014	+1,045%	+$41.7K	﹤0.01%	1686
2024 Q3	$4.18K	Hold	97	–	–	﹤0.01%	2645
2024 Q2	$3.92K	Hold	97	–	–	﹤0.01%	2714
2024 Q1	$4.18K	Hold	97	–	–	﹤0.01%	2473
2023 Q4	$3.7K	Buy	97 +23	+31%	+$807	﹤0.01%	2443
2023 Q3	$2.44K	Buy	74 +39	+111%	+$1.38K	﹤0.01%	2460
2023 Q2	$1.25K	Buy	35 +10	+40%	+$350	﹤0.01%	2710
2023 Q1	$880	Buy	+25	New	+$867	﹤0.01%	2774
2022 Q4	–	Sell	-73	Closed	-$2K	–	3076
2022 Q3	$2K	Hold	73	–	–	﹤0.01%	2287
2022 Q2	$2K	Hold	73	–	–	﹤0.01%	2243
2022 Q1	$2K	Buy	+73	New	+$2.76K	﹤0.01%	2228
2021 Q4	–	Sell	-72	Closed	-$3K	–	1357
2021 Q3	$3K	Hold	72	–	–	﹤0.01%	1766
2021 Q2	$3K	Buy	72 +30	+71%	+$1.17K	﹤0.01%	1685
2021 Q1	$2K	Buy	+42	New	+$1.5K	﹤0.01%	1655

Other funds holding PIO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Global Retirement Partners's PIO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco Global Water ETF (PIO) in Q2 2026: 1,176 shares worth $52.9K. The stake represents ﹤0.01% of the portfolio and ranks #2483 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PIO as recently as Q4 2025.

Global Retirement Partners first reported a position in PIO in Q1 2021 and has held it in 18 quarters since. 116 funds tracked by Wall St. Rank hold PIO as of Q2 2026.

Global Retirement Partners held 1,176 shares of Invesco Global Water ETF worth $52.9K as of Q2 2026.
Invesco Global Water ETF was a new Global Retirement Partners position in Q2 2026.
Invesco Global Water ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2483 holding.
Global Retirement Partners first reported a position in Invesco Global Water ETF in Q1 2021 and has held it in 18 quarters since.
116 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.