American Institute for Advanced Investment Management’s Invesco Global Water ETF PIO Stock Holding History

American Institute for Advanced Investment Management’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
2022 Q3	–	Sell	-8,580	Closed	-$266K	–	108
2022 Q2	$266K	Sell	8,580 -13,305	-61%	-$447K	0.23%	93
2022 Q1	$799K	Buy	21,885 +3,005	+16%	+$113K	0.58%	53
2021 Q4	$820K	Buy	+18,880	New	+$788K	0.55%	52

Other funds holding PIO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

EWM

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

American Institute for Advanced Investment Management's PIO Position: Q3 2022 in Review

American Institute for Advanced Investment Management sold out of Invesco Global Water ETF (PIO) in Q3 2022, closing a stake of 8,580 shares — an estimated $266K sold.

American Institute for Advanced Investment Management first reported a position in PIO in Q4 2021 and held it in 3 quarters. The position peaked at $820K in Q4 2021. 82 funds tracked by Wall St. Rank hold PIO as of Q3 2022.

American Institute for Advanced Investment Management reported no remaining Invesco Global Water ETF position as of Q3 2022 after selling out during the quarter.
American Institute for Advanced Investment Management sold 8,580 Invesco Global Water ETF shares in Q3 2022, an estimated $266K.
American Institute for Advanced Investment Management first reported a position in Invesco Global Water ETF in Q4 2021 and held it in 3 quarters.
American Institute for Advanced Investment Management's Invesco Global Water ETF position peaked at $820K in Q4 2021.
82 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q3 2022.

Based on American Institute for Advanced Investment Management's 13F filing for Q3 2022, filed 25 Oct 2022.