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Amplius Wealth Advisors’s Invesco Global Water ETF PIO Stock Holding History

Amplius Wealth 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
2022
Q1 		– Sell
-50
Closed -$2K – 707
2021
Q4 		$2K Buy
+50
New +$2.09K ﹤0.01% 852

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Amplius Wealth Advisors's PIO Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Invesco Global Water ETF (PIO) in Q1 2022, closing a stake of 50 shares — an estimated $2K sold.

Amplius Wealth Advisors first reported a position in PIO in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 90 funds tracked by Wall St. Rank hold PIO as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Invesco Global Water ETF position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 50 Invesco Global Water ETF shares in Q1 2022, an estimated $2K.
  • Amplius Wealth Advisors first reported a position in Invesco Global Water ETF in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Invesco Global Water ETF position peaked at $2K in Q4 2021.
  • 90 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.