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Bruderman Asset Management’s Invesco Global Water ETF PIO Stock Holding History

Bruderman Asset 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
2019
Q2 		– Sell
-518
Closed -$14K – 437
2019
Q1 		$14K Hold
518
– – ﹤0.01% 404
2018
Q4 		$12K Buy
+518
New +$12.5K ﹤0.01% 413

Other funds holding PIO

Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
MCM
McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bruderman Asset Management's PIO Position: Q2 2019 in Review

Bruderman Asset Management sold out of Invesco Global Water ETF (PIO) in Q2 2019, closing a stake of 518 shares — an estimated $14K sold.

Bruderman Asset Management first reported a position in PIO in Q4 2018 and held it in 2 quarters. The position peaked at $14K in Q1 2019. 58 funds tracked by Wall St. Rank hold PIO as of Q2 2019.

  • Bruderman Asset Management reported no remaining Invesco Global Water ETF position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 518 Invesco Global Water ETF shares in Q2 2019, an estimated $14K.
  • Bruderman Asset Management first reported a position in Invesco Global Water ETF in Q4 2018 and held it in 2 quarters.
  • Bruderman Asset Management's Invesco Global Water ETF position peaked at $14K in Q1 2019.
  • 58 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.