Creative Planning
PIO icon

Creative Planning’s Invesco Global Water ETF PIO Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-556
Closed -$13K – 3206
2017
Q2 		$13K Sell
556
-405
-42% -$9.51K ﹤0.01% 3471
2017
Q1 		$22K Buy
961
+861
+861% +$18.7K ﹤0.01% 3066
2016
Q4 		$2K Hold
100
– – ﹤0.01% 4291
2016
Q3 		$2K Buy
+100
New +$2.2K ﹤0.01% 4244

Other funds holding PIO

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Creative Planning's PIO Position: Q3 2017 in Review

Creative Planning sold out of Invesco Global Water ETF (PIO) in Q3 2017, closing a stake of 556 shares — an estimated $13K sold.

Creative Planning first reported a position in PIO in Q3 2016 and held it in 4 quarters. The position peaked at $22K in Q1 2017. 56 funds tracked by Wall St. Rank hold PIO as of Q3 2017.

  • Creative Planning reported no remaining Invesco Global Water ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 556 Invesco Global Water ETF shares in Q3 2017, an estimated $13K.
  • Creative Planning first reported a position in Invesco Global Water ETF in Q3 2016 and held it in 4 quarters.
  • Creative Planning's Invesco Global Water ETF position peaked at $22K in Q1 2017.
  • 56 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.