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SOA Wealth Advisors’s Invesco Global Water ETF PIO Stock Holding History

SOA Wealth Advisors’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 		$181K Buy
4,022
+6
+0.1% +$269 0.03% 216
2026
Q1 		$174K Buy
4,016
+1
+0% +$46 0.03% 213
2025
Q4 		$177K Buy
4,015
+1
+0% +$45 0.03% 216
2025
Q3 		$180K Hold
4,014
– – 0.03% 212
2025
Q2 		$179K Buy
4,014
+7
+0.2% +$293 0.03% 206
2025
Q1 		$161K Buy
4,007
+1
+0% +$41 0.03% 210
2024
Q4 		$156K Buy
4,006
+1
+0% +$41 0.03% 211
2024
Q3 		$173K Buy
4,005
+1
+0% +$41 0.03% 197
2024
Q2 		$162K Buy
4,004
+5
+0.1% +$208 0.03% 199
2024
Q1 		$172K Hold
3,999
– – 0.04% 194
2023
Q4 		$158K Buy
3,999
+2
+0.1% +$70 0.04% 192
2023
Q3 		$135K Buy
3,997
+1
+0% +$35 0.03% 201
2023
Q2 		$143K Sell
3,996
-695
-15% -$24.3K 0.03% 195
2023
Q1 		$164K Hold
4,691
– – 0.04% 175
2022
Q4 		$153K Sell
4,691
-73
-2% -$2.33K 0.04% 178
2022
Q3 		$136K Buy
4,764
+7
+0.1% +$225 0.04% 174
2022
Q2 		$147K Buy
4,757
+1
+0% +$34 0.04% 167
2022
Q1 		$173K Buy
4,756
+3
+0.1% +$113 0.04% 180
2021
Q4 		$206K Buy
4,753
+4
+0.1% +$167 0.05% 153
2021
Q3 		$188K Buy
4,749
+4
+0.1% +$168 0.05% 160
2021
Q2 		$188K Hold
4,745
– – 0.05% 155
2021
Q1 		$171K Hold
4,745
– – 0.05% 150
2020
Q4 		$171K Buy
+4,745
New +$159K 0.05% 142

Other funds holding PIO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

SOA Wealth Advisors's PIO Position: Q2 2026 in Review

SOA Wealth Advisors increased its Invesco Global Water ETF (PIO) stake by 0.15% in Q2 2026, buying an estimated $269 and bringing the position to 4,022 shares worth $181K. The position accounts for 0.03% of the portfolio, ranked #216.

SOA Wealth Advisors first reported a position in PIO in Q4 2020 and has held it in 23 quarters since. The position peaked at $206K in Q4 2021. 117 funds tracked by Wall St. Rank hold PIO as of Q2 2026.

  • SOA Wealth Advisors held 4,022 shares of Invesco Global Water ETF worth $181K as of Q2 2026.
  • SOA Wealth Advisors bought 6 Invesco Global Water ETF shares in Q2 2026, an estimated $269.
  • Invesco Global Water ETF made up 0.03% of SOA Wealth Advisors's portfolio in Q2 2026, its #216 holding.
  • SOA Wealth Advisors first reported a position in Invesco Global Water ETF in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Invesco Global Water ETF position peaked at $206K in Q4 2021.
  • 117 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.