AWM
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Avior Wealth Management’s Invesco Global Water ETF PIO Stock Holding History

Avior Wealth 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
2024
Q2 		– Sell
-574
Closed -$24.8K – 3316
2024
Q1 		$24.8K Buy
+574
New +$23K ﹤0.01% 1514
2023
Q4 		– Sell
-54
Closed -$1.82K – 1636
2023
Q3 		$1.82K Hold
54
– – ﹤0.01% 1391
2023
Q2 		$1.93K Hold
54
– – ﹤0.01% 1355
2023
Q1 		$1.89K Buy
+54
New +$1.87K ﹤0.01% 1393

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
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Avior Wealth Management's PIO Position: Q2 2024 in Review

Avior Wealth Management sold out of Invesco Global Water ETF (PIO) in Q2 2024, closing a stake of 574 shares — an estimated $24.8K sold.

Avior Wealth Management first reported a position in PIO in Q1 2023 and held it in 4 quarters. The position peaked at $24.8K in Q1 2024. 99 funds tracked by Wall St. Rank hold PIO as of Q2 2024.

  • Avior Wealth Management reported no remaining Invesco Global Water ETF position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 574 Invesco Global Water ETF shares in Q2 2024, an estimated $24.8K.
  • Avior Wealth Management first reported a position in Invesco Global Water ETF in Q1 2023 and held it in 4 quarters.
  • Avior Wealth Management's Invesco Global Water ETF position peaked at $24.8K in Q1 2024.
  • 99 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.