Financial Services Advisory’s Invesco Global Water ETF PIO Stock Holding History

Financial Services Advisory’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 Q1	–	Sell	-28,535	Closed	-$1.24M	–	37
2021 Q4	$1.24M	Sell	28,535 -16,660	-37%	-$695K	0.4%	27
2021 Q3	$1.79M	Buy	45,195 +1,596	+4%	+$66.9K	0.61%	24
2021 Q2	$1.73M	Buy	43,599 +17,483	+67%	+$680K	0.74%	20
2021 Q1	$946K	Buy	+26,116	New	+$931K	0.43%	22

Other funds holding PIO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Money Design Tokyo, Japan $2.14B AUM 10.33% 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

Financial Services Advisory's PIO Position: Q1 2022 in Review

Financial Services Advisory sold out of Invesco Global Water ETF (PIO) in Q1 2022, closing a stake of 28,535 shares — an estimated $1.24M sold.

Financial Services Advisory first reported a position in PIO in Q1 2021 and held it in 4 quarters. The position peaked at $1.79M in Q3 2021. 90 funds tracked by Wall St. Rank hold PIO as of Q1 2022.

Financial Services Advisory reported no remaining Invesco Global Water ETF position as of Q1 2022 after selling out during the quarter.
Financial Services Advisory sold 28,535 Invesco Global Water ETF shares in Q1 2022, an estimated $1.24M.
Financial Services Advisory first reported a position in Invesco Global Water ETF in Q1 2021 and held it in 4 quarters.
Financial Services Advisory's Invesco Global Water ETF position peaked at $1.79M in Q3 2021.
90 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q1 2022.

Based on Financial Services Advisory's 13F filing for Q1 2022, filed 12 May 2022.