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Bivin & Associates’s Invesco Global Water ETF PIO Stock Holding History

Bivin & Associates’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
Q2 		$9K Hold
300
– – 0.01% 179
2022
Q1 		$11K Hold
300
– – 0.01% 175
2021
Q4 		$13K Buy
+300
New +$12.5K 0.01% 165

Other funds holding PIO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bivin & Associates's PIO Position: Q2 2022 in Review

Bivin & Associates held its Invesco Global Water ETF (PIO) position steady in Q2 2022 at 300 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #179.

Bivin & Associates first reported a position in PIO in Q4 2021 and has held it in 3 quarters since. The position peaked at $13K in Q4 2021. 87 funds tracked by Wall St. Rank hold PIO as of Q2 2022.

  • Bivin & Associates held 300 shares of Invesco Global Water ETF worth $9K as of Q2 2022.
  • Bivin & Associates left its Invesco Global Water ETF share count unchanged in Q2 2022.
  • Invesco Global Water ETF made up 0.01% of Bivin & Associates's portfolio in Q2 2022, its #179 holding.
  • Bivin & Associates first reported a position in Invesco Global Water ETF in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's Invesco Global Water ETF position peaked at $13K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.