Creative Financial Designs’s Invesco Global Water ETF PIO Stock Holding History

Creative Financial Designs’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
2023 Q2	–	Sell	-787	Closed	-$27.5K	–	1503
2023 Q1	$27.5K	Hold	787	–	–	﹤0.01%	729
2022 Q4	$25.7K	Hold	787	–	–	﹤0.01%	710
2022 Q3	$23K	Hold	787	–	–	﹤0.01%	705
2022 Q2	$24K	Hold	787	–	–	﹤0.01%	700
2022 Q1	$29K	Hold	787	–	–	﹤0.01%	691
2021 Q4	$34K	Hold	787	–	–	0.01%	648
2021 Q3	$31K	Hold	787	–	–	0.01%	746
2021 Q2	$31K	Buy	+787	New	+$30.6K	0.01%	734

Other funds holding PIO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Creative Financial Designs's PIO Position: Q2 2023 in Review

Creative Financial Designs sold out of Invesco Global Water ETF (PIO) in Q2 2023, closing a stake of 787 shares — an estimated $27.5K sold.

Creative Financial Designs first reported a position in PIO in Q2 2021 and held it in 8 quarters. The position peaked at $34K in Q4 2021. 96 funds tracked by Wall St. Rank hold PIO as of Q2 2023.

Creative Financial Designs reported no remaining Invesco Global Water ETF position as of Q2 2023 after selling out during the quarter.
Creative Financial Designs sold 787 Invesco Global Water ETF shares in Q2 2023, an estimated $27.5K.
Creative Financial Designs first reported a position in Invesco Global Water ETF in Q2 2021 and held it in 8 quarters.
Creative Financial Designs's Invesco Global Water ETF position peaked at $34K in Q4 2021.
96 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2023.

Based on Creative Financial Designs's 13F filing for Q2 2023, filed 26 Jul 2023.