RFP
PIO icon

Root Financial Partners’s Invesco Global Water ETF PIO Stock Holding History

Root Financial Partners’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
Q1 		$1.65K Hold
38
– – ﹤0.01% 2399
2025
Q4 		$1.68K Buy
+38
New +$1.71K ﹤0.01% 2017

Other funds holding PIO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Root Financial Partners's PIO Position: Q1 2026 in Review

Root Financial Partners held its Invesco Global Water ETF (PIO) position steady in Q1 2026 at 38 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #2399.

Root Financial Partners first reported a position in PIO in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.68K in Q4 2025. 113 funds tracked by Wall St. Rank hold PIO as of Q1 2026.

  • Root Financial Partners held 38 shares of Invesco Global Water ETF worth $1.65K as of Q1 2026.
  • Root Financial Partners left its Invesco Global Water ETF share count unchanged in Q1 2026.
  • Invesco Global Water ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2399 holding.
  • Root Financial Partners first reported a position in Invesco Global Water ETF in Q4 2025 and has held it in 2 quarters since.
  • Root Financial Partners's Invesco Global Water ETF position peaked at $1.68K in Q4 2025.
  • 113 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.