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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
Q2 		$395K Hold
8,776
– – ﹤0.01% 1190
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 $1.55T 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 40.89% 1-Year Est. Return

Summit Financial's PIO Position: Q2 2026 in Review

Summit Financial held its Invesco Global Water ETF (PIO) position steady in Q2 2026 at 8,776 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

Summit Financial first reported a position in PIO in Q3 2024 and has held it in 6 quarters since. The position peaked at $402K in Q3 2025. 116 funds tracked by Wall St. Rank hold PIO as of Q2 2026.

  • Summit Financial held 8,776 shares of Invesco Global Water ETF worth $395K as of Q2 2026.
  • Summit Financial left its Invesco Global Water ETF share count unchanged in Q2 2026.
  • Invesco Global Water ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1190 holding.
  • Summit Financial first reported a position in Invesco Global Water ETF in Q3 2024 and has held it in 6 quarters since.
  • Summit Financial's Invesco Global Water ETF position peaked at $402K in Q3 2025.
  • 116 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.