WealthShield Partners’s Invesco Global Water ETF PIO Stock Holding History

WealthShield Partners’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	-3,085	Closed	-$134K	–	543
2026 Q1	$134K	Hold	3,085	–	–	0.01%	380
2025 Q4	$136K	Sell	3,085 -15	-0.5%	-$673	0.02%	369
2025 Q3	$139K	Buy	3,100 +120	+4%	+$5.37K	0.02%	367
2025 Q2	$133K	Hold	2,980	–	–	0.02%	355
2025 Q1	$120K	Hold	2,980	–	–	0.02%	355
2024 Q4	$116K	Hold	2,980	–	–	0.02%	326
2024 Q3	$128K	Sell	2,980 -142	-5%	-$5.87K	0.02%	327
2024 Q2	$126K	Sell	3,122 -110	-3%	-$4.58K	0.02%	305
2024 Q1	$139K	Hold	3,232	–	–	0.02%	295
2023 Q4	$128K	Hold	3,232	–	–	0.02%	303
2023 Q3	$109K	Hold	3,232	–	–	0.02%	336
2023 Q2	$116K	Hold	3,232	–	–	0.02%	324
2023 Q1	$113K	Buy	+3,232	New	+$112K	0.02%	328

Other funds holding PIO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

WealthShield Partners's PIO Position: Q2 2026 in Review

WealthShield Partners sold out of Invesco Global Water ETF (PIO) in Q2 2026, closing a stake of 3,085 shares — an estimated $134K sold.

WealthShield Partners first reported a position in PIO in Q1 2023 and held it in 13 quarters. The position peaked at $139K in Q1 2024. 116 funds tracked by Wall St. Rank hold PIO as of Q2 2026.

WealthShield Partners reported no remaining Invesco Global Water ETF position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 3,085 Invesco Global Water ETF shares in Q2 2026, an estimated $134K.
WealthShield Partners first reported a position in Invesco Global Water ETF in Q1 2023 and held it in 13 quarters.
WealthShield Partners's Invesco Global Water ETF position peaked at $139K in Q1 2024.
116 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.