NewEdge Advisors’s Invesco Global Water ETF PIO Stock Holding History

NewEdge Advisors’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	$54.5K	Hold	1,213	–	–	﹤0.01%	3109
2026 Q1	$52.7K	Sell	1,213 -34	-3%	-$1.56K	﹤0.01%	2924
2025 Q4	$55.1K	Sell	1,247 -100	-7%	-$4.49K	﹤0.01%	2937
2025 Q3	$60.5K	Sell	1,347 -28	-2%	-$1.25K	﹤0.01%	2774
2025 Q2	$61.4K	Hold	1,375	–	–	﹤0.01%	2597
2025 Q1	$55.2K	Sell	1,375 -37	-3%	-$1.5K	﹤0.01%	2524
2024 Q4	$55.2K	Sell	1,412 -268	-16%	-$11K	﹤0.01%	2491
2024 Q3	$72.4K	Sell	1,680 -222	-12%	-$9.17K	﹤0.01%	2308
2024 Q2	$76.8K	Hold	1,902	–	–	﹤0.01%	2194
2024 Q1	$82K	Sell	1,902 -100	-5%	-$4K	﹤0.01%	2132
2023 Q4	$79.1K	Hold	2,002	–	–	﹤0.01%	2043
2023 Q3	$67.6K	Sell	2,002 -174	-8%	-$6.18K	﹤0.01%	1989
2023 Q2	$77.8K	Sell	2,176 -200	-8%	-$7K	﹤0.01%	1935
2023 Q1	$83.1K	Hold	2,376	–	–	﹤0.01%	1812
2022 Q4	$78	Buy	+2,376	New	+$75.7K	﹤0.01%	3404

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

NewEdge Advisors's PIO Position: Q2 2026 in Review

NewEdge Advisors held its Invesco Global Water ETF (PIO) position steady in Q2 2026 at 1,213 shares worth $54.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3109.

NewEdge Advisors first reported a position in PIO in Q4 2022 and has held it in 15 quarters since. The position peaked at $83.1K in Q1 2023. 116 funds tracked by Wall St. Rank hold PIO as of Q2 2026.

NewEdge Advisors held 1,213 shares of Invesco Global Water ETF worth $54.5K as of Q2 2026.
NewEdge Advisors left its Invesco Global Water ETF share count unchanged in Q2 2026.
Invesco Global Water ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3109 holding.
NewEdge Advisors first reported a position in Invesco Global Water ETF in Q4 2022 and has held it in 15 quarters since.
NewEdge Advisors's Invesco Global Water ETF position peaked at $83.1K in Q1 2023.
116 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.