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

Arkadios 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
2021 Q4	–	Sell	-1,500	Closed	-$59K	–	1438
2021 Q3	$59K	Hold	1,500	–	–	0.01%	830
2021 Q2	$59K	Hold	1,500	–	–	0.01%	870
2021 Q1	$54K	Hold	1,500	–	–	0.01%	672
2020 Q4	$52K	Buy	+1,500	New	+$50.3K	0.01%	555

Other funds holding PIO

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

MCM

McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return

Arkadios Wealth Advisors's PIO Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Invesco Global Water ETF (PIO) in Q4 2021, closing a stake of 1,500 shares — an estimated $59K sold.

Arkadios Wealth Advisors first reported a position in PIO in Q4 2020 and held it in 4 quarters. The position peaked at $59K in Q3 2021. 100 funds tracked by Wall St. Rank hold PIO as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Invesco Global Water ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 1,500 Invesco Global Water ETF shares in Q4 2021, an estimated $59K.
Arkadios Wealth Advisors first reported a position in Invesco Global Water ETF in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's Invesco Global Water ETF position peaked at $59K in Q3 2021.
100 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.