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Summit Financial’s Invesco Global Water ETF PIO Stock Holding History

Summit Financial’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 		$381K Sell
8,776
-180
-2% -$8.27K ﹤0.01% 1082
2025
Q4 		$395K Hold
8,956
– – 0.01% 965
2025
Q3 		$402K Hold
8,956
– – 0.01% 954
2025
Q2 		$400K Buy
+8,956
New +$375K 0.01% 614
2024
Q4 		– Sell
-4,644
Closed -$200K – 652
2024
Q3 		$200K Buy
+4,644
New +$192K 0.01% 530

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

Summit Financial's PIO Position: Q1 2026 in Review

Summit Financial reduced its Invesco Global Water ETF (PIO) stake by 2% in Q1 2026, selling an estimated $8.27K and leaving 8,776 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

Summit Financial first reported a position in PIO in Q3 2024 and has held it in 5 quarters since. The position peaked at $402K in Q3 2025. 113 funds tracked by Wall St. Rank hold PIO as of Q1 2026.

  • Summit Financial held 8,776 shares of Invesco Global Water ETF worth $381K as of Q1 2026.
  • Summit Financial sold 180 Invesco Global Water ETF shares in Q1 2026, an estimated $8.27K.
  • Invesco Global Water ETF made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1082 holding.
  • Summit Financial first reported a position in Invesco Global Water ETF in Q3 2024 and has held it in 5 quarters since.
  • Summit Financial's Invesco Global Water ETF position peaked at $402K in Q3 2025.
  • 113 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.