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

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return