Ritter Daniher Financial Advisory’s Invesco Global Water ETF PIO Stock Holding History

Ritter Daniher Financial Advisory’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	$137K	Buy	3,047 +6	+0.2%	+$269	0.02%	198
2026 Q1	$132K	Buy	3,041 +3	+0.1%	+$138	0.02%	196
2025 Q4	$134K	Buy	+3,038	New	+$136K	0.02%	194
2024 Q1	–	Sell	-100	Closed	-$3.95K	–	335
2023 Q4	$3.95K	Hold	100	–	–	﹤0.01%	279
2023 Q3	$3.38K	Buy	+100	New	+$3.55K	﹤0.01%	285

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

Ritter Daniher Financial Advisory's PIO Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its Invesco Global Water ETF (PIO) stake by 0.2% in Q2 2026, buying an estimated $269 and bringing the position to 3,047 shares worth $137K. The position accounts for 0.02% of the portfolio, ranked #198.

Ritter Daniher Financial Advisory first reported a position in PIO in Q3 2023 and has held it in 5 quarters since. 117 funds tracked by Wall St. Rank hold PIO as of Q2 2026.

Ritter Daniher Financial Advisory held 3,047 shares of Invesco Global Water ETF worth $137K as of Q2 2026.
Ritter Daniher Financial Advisory bought 6 Invesco Global Water ETF shares in Q2 2026, an estimated $269.
Invesco Global Water ETF made up 0.02% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #198 holding.
Ritter Daniher Financial Advisory first reported a position in Invesco Global Water ETF in Q3 2023 and has held it in 5 quarters since.
117 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.