Lugano Financial Advisors SA (LFA)’s Invesco Global Water ETF PIO Stock Holding History

Lugano Financial Advisors SA (LFA)’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 Q1	$499K	Hold	11,497	–	–	0.25%	47
2025 Q4	$508K	Hold	11,497	–	–	0.26%	49
2025 Q3	$516K	Hold	11,497	–	–	0.27%	47
2025 Q2	$514K	Hold	11,497	–	–	0.3%	43
2025 Q1	$461K	Hold	11,497	–	–	0.31%	42
2024 Q4	$449K	Hold	11,497	–	–	0.29%	43
2024 Q3	$495K	Hold	11,497	–	–	0.34%	40
2024 Q2	$465K	Hold	11,497	–	–	0.35%	40
2024 Q1	$496K	Hold	11,497	–	–	0.36%	44
2023 Q4	$454K	Hold	11,497	–	–	0.36%	42
2023 Q3	$388K	Hold	11,497	–	–	0.33%	40
2023 Q2	$411K	Hold	11,497	–	–	0.27%	46
2023 Q1	$402K	Hold	11,497	–	–	0.3%	38
2022 Q4	$375K	Hold	11,497	–	–	0.28%	42
2022 Q3	$330K	Hold	11,497	–	–	0.26%	55
2022 Q2	$356K	Sell	11,497 -3,940	-26%	-$132K	0.25%	49
2022 Q1	$570K	Hold	15,437	–	–	0.38%	40
2021 Q4	$671K	Hold	15,437	–	–	0.39%	38
2021 Q3	$613K	Hold	15,437	–	–	0.4%	38
2021 Q2	$613K	Hold	15,437	–	–	0.39%	38
2021 Q1	$559K	Hold	15,437	–	–	0.39%	37
2020 Q4	$540K	Hold	15,437	–	–	0.42%	36
2020 Q3	$488K	Hold	15,437	–	–	0.45%	38
2020 Q2	$448K	Buy	+15,437	New	+$420K	0.47%	36

Other funds holding PIO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s PIO Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) held its Invesco Global Water ETF (PIO) position steady in Q1 2026 at 11,497 shares worth $499K. The position accounts for 0.25% of the portfolio, ranked #47.

Lugano Financial Advisors SA (LFA) first reported a position in PIO in Q2 2020 and has held it in 24 quarters since. The position peaked at $671K in Q4 2021. 113 funds tracked by Wall St. Rank hold PIO as of Q1 2026.

Lugano Financial Advisors SA (LFA) held 11,497 shares of Invesco Global Water ETF worth $499K as of Q1 2026.
Lugano Financial Advisors SA (LFA) left its Invesco Global Water ETF share count unchanged in Q1 2026.
Invesco Global Water ETF made up 0.25% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #47 holding.
Lugano Financial Advisors SA (LFA) first reported a position in Invesco Global Water ETF in Q2 2020 and has held it in 24 quarters since.
Lugano Financial Advisors SA (LFA)'s Invesco Global Water ETF position peaked at $671K in Q4 2021.
113 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.