Regal Investment Advisors’s Invesco Global Water ETF PIO Stock Holding History

Regal Investment 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	$925K	Buy	20,572 +59	+0.3%	+$2.65K	0.05%	335
2026 Q1	$891K	Buy	20,513 +2,762	+16%	+$127K	0.05%	315
2025 Q4	$784K	Buy	17,751 +636	+4%	+$28.5K	0.05%	331
2025 Q3	$768K	Buy	17,115 +9,360	+121%	+$419K	0.05%	307
2025 Q2	$346K	Buy	+7,755	New	+$325K	0.03%	394
2015 Q4	–	Sell	-200	Closed	-$4K	–	717
2015 Q3	$4K	Hold	200	–	–	﹤0.01%	843
2015 Q2	$4K	Hold	200	–	–	﹤0.01%	786
2015 Q1	$5K	Buy	+200	New	+$4.57K	﹤0.01%	817

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

Regal Investment Advisors's PIO Position: Q2 2026 in Review

Regal Investment Advisors increased its Invesco Global Water ETF (PIO) stake by 0.29% in Q2 2026, buying an estimated $2.65K and bringing the position to 20,572 shares worth $925K. The position accounts for 0.05% of the portfolio, ranked #335.

Regal Investment Advisors first reported a position in PIO in Q1 2015 and has held it in 8 quarters since. 116 funds tracked by Wall St. Rank hold PIO as of Q2 2026.

Regal Investment Advisors held 20,572 shares of Invesco Global Water ETF worth $925K as of Q2 2026.
Regal Investment Advisors bought 59 Invesco Global Water ETF shares in Q2 2026, an estimated $2.65K.
Invesco Global Water ETF made up 0.05% of Regal Investment Advisors's portfolio in Q2 2026, its #335 holding.
Regal Investment Advisors first reported a position in Invesco Global Water ETF in Q1 2015 and has held it in 8 quarters since.
116 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.