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 Q2	–	Sell	-38	Closed	-$1.65K	–	2409
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 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

Root Financial Partners's PIO Position: Q2 2026 in Review

Root Financial Partners sold out of Invesco Global Water ETF (PIO) in Q2 2026, closing a stake of 38 shares — an estimated $1.65K sold.

Root Financial Partners first reported a position in PIO in Q4 2025 and held it in 2 quarters. The position peaked at $1.68K in Q4 2025. 116 funds tracked by Wall St. Rank hold PIO as of Q2 2026.

Root Financial Partners reported no remaining Invesco Global Water ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 38 Invesco Global Water ETF shares in Q2 2026, an estimated $1.65K.
Root Financial Partners first reported a position in Invesco Global Water ETF in Q4 2025 and held it in 2 quarters.
Root Financial Partners's Invesco Global Water ETF position peaked at $1.68K in Q4 2025.
116 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.