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Comprehensive Financial Consultants Institutional’s Invesco Global Water ETF PIO Stock Holding History

Comprehensive Financial Consultants Institutional’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
Q4 		– Sell
-11,481
Closed -$487K – 166
2022
Q3 		$487K Buy
+11,481
New +$369K 0.32% 105

Other funds holding PIO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's PIO Position: Q4 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Invesco Global Water ETF (PIO) in Q4 2022, closing a stake of 11,481 shares — an estimated $487K sold.

Comprehensive Financial Consultants Institutional first reported a position in PIO in Q3 2022 and held it in 1 quarter. The position peaked at $487K in Q3 2022. 88 funds tracked by Wall St. Rank hold PIO as of Q4 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining Invesco Global Water ETF position as of Q4 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 11,481 Invesco Global Water ETF shares in Q4 2022, an estimated $487K.
  • Comprehensive Financial Consultants Institutional first reported a position in Invesco Global Water ETF in Q3 2022 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's Invesco Global Water ETF position peaked at $487K in Q3 2022.
  • 88 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q4 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q4 2022, filed 30 Jan 2023.