Baldwin Wealth Partners’s Invesco Global Water ETF PIO Stock Holding History

Baldwin Wealth Partners’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 Q4	–	Sell	-70	Closed	-$3.02K	–	801
2024 Q3	$3.02K	Hold	70	–	–	﹤0.01%	915
2024 Q2	$2.83K	Hold	70	–	–	﹤0.01%	635
2024 Q1	$3.02K	Hold	70	–	–	﹤0.01%	628
2023 Q4	$2.77K	Hold	70	–	–	﹤0.01%	656
2023 Q3	$2.37K	Hold	70	–	–	﹤0.01%	678
2023 Q2	$2.5K	Hold	70	–	–	﹤0.01%	688
2023 Q1	$2.45K	Hold	70	–	–	﹤0.01%	717
2022 Q4	$2.29K	Buy	+70	New	+$2.23K	﹤0.01%	708
2019 Q2	–	Sell	-150	Closed	-$4K	–	521
2019 Q1	$4K	Hold	150	–	–	﹤0.01%	479
2018 Q4	$3K	Hold	150	–	–	﹤0.01%	481
2018 Q3	$4K	Hold	150	–	–	﹤0.01%	492
2018 Q2	$4K	Sell	150 -550	-79%	-$14.2K	﹤0.01%	484
2018 Q1	$18K	Hold	700	–	–	﹤0.01%	394
2017 Q4	$18K	Hold	700	–	–	﹤0.01%	387
2017 Q3	$17K	Hold	700	–	–	﹤0.01%	386
2017 Q2	$17K	Hold	700	–	–	﹤0.01%	387
2017 Q1	$16K	Hold	700	–	–	﹤0.01%	383
2016 Q4	$15K	Hold	700	–	–	﹤0.01%	397
2016 Q3	$16K	Hold	700	–	–	﹤0.01%	406
2016 Q2	$15K	Hold	700	–	–	﹤0.01%	361
2016 Q1	$15K	Buy	+700	New	+$13.8K	﹤0.01%	384

Other funds holding PIO

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Baldwin Wealth Partners's PIO Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Invesco Global Water ETF (PIO) in Q4 2024, closing a stake of 70 shares — an estimated $3.02K sold.

Baldwin Wealth Partners first reported a position in PIO in Q1 2016 and held it in 21 quarters. The position peaked at $18K in Q1 2018. 110 funds tracked by Wall St. Rank hold PIO as of Q4 2024.

Baldwin Wealth Partners reported no remaining Invesco Global Water ETF position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 70 Invesco Global Water ETF shares in Q4 2024, an estimated $3.02K.
Baldwin Wealth Partners first reported a position in Invesco Global Water ETF in Q1 2016 and held it in 21 quarters.
Baldwin Wealth Partners's Invesco Global Water ETF position peaked at $18K in Q1 2018.
110 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.