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Eudaimonia Partners’s Invesco Global Water ETF PIO Stock Holding History

Eudaimonia Partners’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
2021
Q2 		– Sell
-474
Closed -$17K – 1091
2021
Q1 		$17K Buy
+474
New +$16.9K ﹤0.01% 997

Other funds holding PIO

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
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MCM
McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Eudaimonia Partners's PIO Position: Q2 2021 in Review

Eudaimonia Partners sold out of Invesco Global Water ETF (PIO) in Q2 2021, closing a stake of 474 shares — an estimated $17K sold.

Eudaimonia Partners first reported a position in PIO in Q1 2021 and held it in 1 quarter. The position peaked at $17K in Q1 2021. 89 funds tracked by Wall St. Rank hold PIO as of Q2 2021.

  • Eudaimonia Partners reported no remaining Invesco Global Water ETF position as of Q2 2021 after selling out during the quarter.
  • Eudaimonia Partners sold 474 Invesco Global Water ETF shares in Q2 2021, an estimated $17K.
  • Eudaimonia Partners first reported a position in Invesco Global Water ETF in Q1 2021 and held it in 1 quarter.
  • Eudaimonia Partners's Invesco Global Water ETF position peaked at $17K in Q1 2021.
  • 89 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.