Oppenheimer & Co
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Oppenheimer & Co’s Invesco Global Water ETF PIO Stock Holding History

Oppenheimer & Co’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
Q3 		$220K Sell
5,097
-228
-4% -$10.1K ﹤0.01% 1591
2026
Q2 		$239K Buy
5,325
+115
+2% +$5.16K ﹤0.01% 1576
2026
Q1 		$226K Sell
5,210
-15
-0.3% -$689 ﹤0.01% 1517
2025
Q4 		$231K Buy
5,225
+1
+0% +$45 ﹤0.01% 1376
2025
Q3 		$235K Buy
+5,224
New +$234K ﹤0.01% 1485

Other funds holding PIO

YHB Investment Advisors
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Elmwood Wealth Management
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return
Vima LLC
Vima LLC Troy, Michigan $97.9M AUM
Accredited Investor Services
Accredited Investor Services St. Cloud, Minnesota $179M AUM 16.38% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Capital Wealth Alliance
Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Blueline Advisors
Blueline Advisors Exeter, New Hampshire $142M AUM 7.87% 1-Year Est. Return

Oppenheimer & Co's PIO Position: Q3 2026 in Review

Oppenheimer & Co reduced its Invesco Global Water ETF (PIO) stake by 4.3% in Q3 2026, selling an estimated $10.1K and leaving 5,097 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

Oppenheimer & Co first reported a position in PIO in Q3 2025 and has held it in 5 quarters since. The position peaked at $239K in Q2 2026. 32 funds tracked by Wall St. Rank hold PIO as of Q3 2026.

  • Oppenheimer & Co held 5,097 shares of Invesco Global Water ETF worth $220K as of Q3 2026.
  • Oppenheimer & Co sold 228 Invesco Global Water ETF shares in Q3 2026, an estimated $10.1K.
  • Invesco Global Water ETF made up ﹤0.01% of Oppenheimer & Co's portfolio in Q3 2026, its #1591 holding.
  • Oppenheimer & Co first reported a position in Invesco Global Water ETF in Q3 2025 and has held it in 5 quarters since.
  • Oppenheimer & Co's Invesco Global Water ETF position peaked at $239K in Q2 2026.
  • 32 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q3 2026.

Based on Oppenheimer & Co's 13F filing for Q3 2026, filed 26 Oct 2026.