YHB Investment Advisors’s Invesco Global Water ETF PIO Stock Holding History

YHB Investment 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	$662K	Hold	14,720	–	–	0.04%	201
2026 Q1	$639K	Hold	14,720	–	–	0.05%	194
2025 Q4	$650K	Hold	14,720	–	–	0.04%	194
2025 Q3	$661K	Hold	14,720	–	–	0.05%	191
2025 Q2	$657K	Hold	14,720	–	–	0.05%	193
2025 Q1	$591K	Hold	14,720	–	–	0.05%	192
2024 Q4	$575K	Sell	14,720 -1,864	-11%	-$76.7K	0.05%	189
2024 Q3	$714K	Sell	16,584 -75	-0.5%	-$3.1K	0.06%	173
2024 Q2	$673K	Hold	16,659	–	–	0.06%	174
2024 Q1	$718K	Buy	16,659 +3,000	+22%	+$120K	0.06%	164
2023 Q4	$540K	Hold	13,659	–	–	0.05%	184
2023 Q3	$461K	Hold	13,659	–	–	0.04%	195
2023 Q2	$489K	Hold	13,659	–	–	0.05%	190
2023 Q1	$478K	Hold	13,659	–	–	0.05%	191
2022 Q4	$446K	Hold	13,659	–	–	0.05%	191
2022 Q3	$392K	Buy	13,659 +40	+0.3%	+$1.29K	0.04%	202
2022 Q2	$423K	Sell	13,619 -365	-3%	-$12.3K	0.04%	196
2022 Q1	$511K	Buy	13,984 +424	+3%	+$16K	0.05%	196
2021 Q4	$589K	Buy	13,560 +780	+6%	+$32.6K	0.05%	200
2021 Q3	$507K	Sell	12,780 -170	-1%	-$7.12K	0.04%	200
2021 Q2	$514K	Hold	12,950	–	–	0.04%	199
2021 Q1	$495K	Hold	12,950	–	–	0.04%	199
2020 Q4	$452K	Hold	12,950	–	–	0.04%	200
2020 Q3	$411K	Hold	12,950	–	–	0.04%	200
2020 Q2	$372K	Hold	12,950	–	–	0.05%	142
2020 Q1	$317K	Hold	12,950	–	–	0.05%	138
2019 Q4	$400K	Hold	12,950	–	–	0.06%	140
2019 Q3	$361K	Sell	12,950 -1,000	-7%	-$27.7K	0.06%	146
2019 Q2	$388K	Hold	13,950	–	–	0.06%	147
2019 Q1	$375K	Hold	13,950	–	–	0.06%	145
2018 Q4	$322K	Hold	13,950	–	–	0.06%	145
2018 Q3	$358K	Buy	+13,950	New	+$356K	0.05%	152
2018 Q2	–	Sell	-15,625	Closed	-$401K	–	186
2018 Q1	$401K	Sell	15,625 -766	-5%	-$19.8K	0.07%	143
2017 Q4	$427K	Hold	16,391	–	–	0.07%	139
2017 Q3	$408K	Sell	16,391 -400	-2%	-$9.63K	0.07%	139
2017 Q2	$398K	Hold	16,791	–	–	0.07%	141
2017 Q1	$390K	Hold	16,791	–	–	0.07%	139
2016 Q4	$349K	Hold	16,791	–	–	0.07%	137
2016 Q3	$374K	Sell	16,791 -850	-5%	-$18.7K	0.09%	129
2016 Q2	$381K	Hold	17,641	–	–	0.08%	131
2016 Q1	$371K	Sell	17,641 -300	-2%	-$5.9K	0.1%	123
2015 Q4	$376K	Sell	17,941 -509	-3%	-$10.9K	0.09%	130
2015 Q3	$371K	Sell	18,450 -1,400	-7%	-$30.8K	0.09%	129
2015 Q2	$472K	Hold	19,850	–	–	0.1%	126
2015 Q1	$458K	Hold	19,850	–	–	0.1%	126
2014 Q4	$456K	Hold	19,850	–	–	0.1%	125
2014 Q3	$452K	Hold	19,850	–	–	0.11%	124
2014 Q2	$487K	Hold	19,850	–	–	0.12%	119
2014 Q1	$483K	Hold	19,850	–	–	0.12%	117
2013 Q4	$459K	Sell	19,850 -750	-4%	-$16.4K	0.12%	116
2013 Q3	$435K	Sell	20,600 -3,150	-13%	-$63.5K	0.13%	115
2013 Q2	$447K	Buy	+23,750	New	+$460K	0.14%	115

Other funds holding PIO

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CWA

Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return

Vima LLC Troy, Michigan $103M AUM

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

MFP

Meramec Financial Planners Saint Louis, Missouri $274M AUM

YHB Investment Advisors's PIO Position: Q2 2026 in Review

YHB Investment Advisors held its Invesco Global Water ETF (PIO) position steady in Q2 2026 at 14,720 shares worth $662K. The position accounts for 0.04% of the portfolio, ranked #201.

YHB Investment Advisors first reported a position in PIO in Q2 2013 and has held it in 52 quarters since. The position peaked at $718K in Q1 2024. 42 funds tracked by Wall St. Rank hold PIO as of Q2 2026.

YHB Investment Advisors held 14,720 shares of Invesco Global Water ETF worth $662K as of Q2 2026.
YHB Investment Advisors left its Invesco Global Water ETF share count unchanged in Q2 2026.
Invesco Global Water ETF made up 0.04% of YHB Investment Advisors's portfolio in Q2 2026, its #201 holding.
YHB Investment Advisors first reported a position in Invesco Global Water ETF in Q2 2013 and has held it in 52 quarters since.
YHB Investment Advisors's Invesco Global Water ETF position peaked at $718K in Q1 2024.
42 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.