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United Financial Planning Group’s Invesco Global Water ETF PIO Stock Holding History

United Financial Planning Group’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
-1,060
Closed -$67.8K – 519
2026
Q1 		$67.8K Buy
+1,060
New +$48.7K 0.04% 76

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

United Financial Planning Group's PIO Position: Q2 2026 in Review

United Financial Planning Group sold out of Invesco Global Water ETF (PIO) in Q2 2026, closing a stake of 1,060 shares — an estimated $67.8K sold.

United Financial Planning Group first reported a position in PIO in Q1 2026 and held it in 1 quarter. The position peaked at $67.8K in Q1 2026. 117 funds tracked by Wall St. Rank hold PIO as of Q2 2026.

  • United Financial Planning Group reported no remaining Invesco Global Water ETF position as of Q2 2026 after selling out during the quarter.
  • United Financial Planning Group sold 1,060 Invesco Global Water ETF shares in Q2 2026, an estimated $67.8K.
  • United Financial Planning Group first reported a position in Invesco Global Water ETF in Q1 2026 and held it in 1 quarter.
  • United Financial Planning Group's Invesco Global Water ETF position peaked at $67.8K in Q1 2026.
  • 117 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.