Rothschild Investment LLC’s Invesco Global Water ETF PIO Stock Holding History

Rothschild Investment LLC’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	$809	Hold	18	–	–	﹤0.01%	3124
2026 Q1	$782	Hold	18	–	–	﹤0.01%	2971
2025 Q4	$795	Hold	18	–	–	﹤0.01%	2756
2025 Q3	$808	Hold	18	–	–	﹤0.01%	2673
2025 Q2	$804	Hold	18	–	–	﹤0.01%	2573
2025 Q1	$722	Hold	18	–	–	﹤0.01%	2499
2024 Q4	$703	Sell	18 -400	-96%	-$16.5K	﹤0.01%	2406
2024 Q3	$18K	Hold	418	–	–	﹤0.01%	1018
2024 Q2	$16.9K	Hold	418	–	–	﹤0.01%	1005
2024 Q1	$18K	Hold	418	–	–	﹤0.01%	947
2023 Q4	$16.5K	Buy	+418	New	+$14.7K	﹤0.01%	901

Other funds holding PIO

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

YIA

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

EWM

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

SWM

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

CWA

Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Vima LLC Troy, Michigan $103M AUM

Rothschild Investment LLC's PIO Position: Q2 2026 in Review

Rothschild Investment LLC held its Invesco Global Water ETF (PIO) position steady in Q2 2026 at 18 shares worth $809. The position accounts for ﹤0.01% of the portfolio, ranked #3124.

Rothschild Investment LLC first reported a position in PIO in Q4 2023 and has held it in 11 quarters since. The position peaked at $18K in Q1 2024. 58 funds tracked by Wall St. Rank hold PIO as of Q2 2026.

Rothschild Investment LLC held 18 shares of Invesco Global Water ETF worth $809 as of Q2 2026.
Rothschild Investment LLC left its Invesco Global Water ETF share count unchanged in Q2 2026.
Invesco Global Water ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3124 holding.
Rothschild Investment LLC first reported a position in Invesco Global Water ETF in Q4 2023 and has held it in 11 quarters since.
Rothschild Investment LLC's Invesco Global Water ETF position peaked at $18K in Q1 2024.
58 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.