West Financial Advisors’s Invesco Global Water ETF PIO Stock Holding History

West Financial 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	$56.2K	Hold	1,250	–	–	0.01%	98
2026 Q1	$54.3K	Hold	1,250	–	–	0.01%	92
2025 Q4	$55.2K	Hold	1,250	–	–	0.01%	95
2025 Q3	$56.1K	Hold	1,250	–	–	0.01%	98
2025 Q2	$55.8K	Hold	1,250	–	–	0.01%	98
2025 Q1	$50.2K	Hold	1,250	–	–	0.01%	99
2024 Q4	$48.8K	Hold	1,250	–	–	0.01%	95
2024 Q3	$53.9K	Hold	1,250	–	–	0.01%	85
2024 Q2	$50.5K	Hold	1,250	–	–	0.01%	81
2024 Q1	$53.9K	Hold	1,250	–	–	0.01%	81
2023 Q4	$49.4K	Hold	1,250	–	–	0.01%	83
2023 Q3	$42.2K	Hold	1,250	–	–	0.01%	85
2023 Q2	$44.7K	Hold	1,250	–	–	0.01%	82
2023 Q1	$43.7K	Hold	1,250	–	–	0.01%	81
2022 Q4	$40.8K	Hold	1,250	–	–	0.01%	81
2022 Q3	$36K	Hold	1,250	–	–	0.01%	107
2022 Q2	$39K	Hold	1,250	–	–	0.01%	104
2022 Q1	$46K	Hold	1,250	–	–	0.01%	106
2021 Q4	$54K	Hold	1,250	–	–	0.01%	105
2021 Q3	$50K	Hold	1,250	–	–	0.01%	97
2021 Q2	$50K	Hold	1,250	–	–	0.02%	90
2021 Q1	$45K	Hold	1,250	–	–	0.02%	89
2020 Q4	$44K	Buy	+1,250	New	+$41.9K	0.02%	90

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 40.91% 1-Year Est. Return

West Financial Advisors's PIO Position: Q2 2026 in Review

West Financial Advisors held its Invesco Global Water ETF (PIO) position steady in Q2 2026 at 1,250 shares worth $56.2K. The position accounts for 0.01% of the portfolio, ranked #98.

West Financial Advisors first reported a position in PIO in Q4 2020 and has held it in 23 quarters since. 117 funds tracked by Wall St. Rank hold PIO as of Q2 2026.

West Financial Advisors held 1,250 shares of Invesco Global Water ETF worth $56.2K as of Q2 2026.
West Financial Advisors left its Invesco Global Water ETF share count unchanged in Q2 2026.
Invesco Global Water ETF made up 0.01% of West Financial Advisors's portfolio in Q2 2026, its #98 holding.
West Financial Advisors first reported a position in Invesco Global Water ETF in Q4 2020 and has held it in 23 quarters since.
117 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.