Convergent Wealth Advisors’s Invesco Global Water ETF PIO Stock Holding History

Convergent Wealth 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
2014 Q1	–	Sell	-25,800	Closed	-$596K	–	31
2013 Q4	$596K	Hold	25,800	–	–	0.1%	26
2013 Q3	$545K	Hold	25,800	–	–	0.11%	23
2013 Q2	$485K	Buy	+25,800	New	+$500K	0.09%	23

Other funds holding PIO

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Zurich, Switzerland $109B AUM 16.36% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Columbia Capital Fullerton, California $91.6M AUM 27.93% 1-Year Est. Return

McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return