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

First Allied Advisory Services’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
2019
Q4 		– Sell
-125
Closed -$3K – 1485
2019
Q3 		$3K Buy
+125
New +$3.47K ﹤0.01% 1598
2018
Q1 		– Sell
-125
Closed -$3K – 1385
2017
Q4 		$3K Buy
+125
New +$3.18K ﹤0.01% 1504
2015
Q1 		– Sell
-9,765
Closed -$227K – 1120
2014
Q4 		$227K Sell
9,765
-1,550
-14% -$35.5K 0.02% 884
2014
Q3 		$260K Buy
11,315
+910
+9% +$21.7K 0.02% 798
2014
Q2 		$257K Buy
+10,405
New +$253K 0.02% 774

Other funds holding PIO

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MFM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return