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Clearwater Capital Advisors’s Invesco Global Water ETF PIO Stock Holding History

Clearwater Capital 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
2018
Q2 		– Sell
-1,100
Closed -$28K – 456
2018
Q1 		$28K Buy
+1,100
New +$28.5K 0.01% 350

Other funds holding PIO

MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MCM
McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Clearwater Capital Advisors's PIO Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Invesco Global Water ETF (PIO) in Q2 2018, closing a stake of 1,100 shares — an estimated $28K sold.

Clearwater Capital Advisors first reported a position in PIO in Q1 2018 and held it in 1 quarter. The position peaked at $28K in Q1 2018. 58 funds tracked by Wall St. Rank hold PIO as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining Invesco Global Water ETF position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 1,100 Invesco Global Water ETF shares in Q2 2018, an estimated $28K.
  • Clearwater Capital Advisors first reported a position in Invesco Global Water ETF in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's Invesco Global Water ETF position peaked at $28K in Q1 2018.
  • 58 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.