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Evoke Wealth’s Invesco Global Water ETF PIO Stock Holding History

Evoke Wealth’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
-2,059
Closed -$59K – 920
2022
Q3 		$59K Hold
2,059
– – ﹤0.01% 491
2022
Q2 		$64K Hold
2,059
– – ﹤0.01% 474
2022
Q1 		$75K Hold
2,059
– – ﹤0.01% 470
2021
Q4 		$89K Buy
2,059
+859
+72% +$35.9K ﹤0.01% 465
2021
Q3 		$47K Buy
+1,200
New +$50.3K ﹤0.01% 511

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

Evoke Wealth's PIO Position: Q4 2022 in Review

Evoke Wealth sold out of Invesco Global Water ETF (PIO) in Q4 2022, closing a stake of 2,059 shares — an estimated $59K sold.

Evoke Wealth first reported a position in PIO in Q3 2021 and held it in 5 quarters. The position peaked at $89K in Q4 2021. 88 funds tracked by Wall St. Rank hold PIO as of Q4 2022.

  • Evoke Wealth reported no remaining Invesco Global Water ETF position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 2,059 Invesco Global Water ETF shares in Q4 2022, an estimated $59K.
  • Evoke Wealth first reported a position in Invesco Global Water ETF in Q3 2021 and held it in 5 quarters.
  • Evoke Wealth's Invesco Global Water ETF position peaked at $89K in Q4 2021.
  • 88 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.