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Heck Capital Advisors’s Invesco Global Water ETF PIO Stock Holding History

Heck Capital Advisors’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
2025
Q1 		– Sell
-1,075
Closed -$42K – 636
2024
Q4 		$42K Buy
+1,075
New +$44.2K ﹤0.01% 389

Other funds holding PIO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Heck Capital Advisors's PIO Position: Q1 2025 in Review

Heck Capital Advisors sold out of Invesco Global Water ETF (PIO) in Q1 2025, closing a stake of 1,075 shares — an estimated $42K sold.

Heck Capital Advisors first reported a position in PIO in Q4 2024 and held it in 1 quarter. The position peaked at $42K in Q4 2024. 109 funds tracked by Wall St. Rank hold PIO as of Q1 2025.

  • Heck Capital Advisors reported no remaining Invesco Global Water ETF position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 1,075 Invesco Global Water ETF shares in Q1 2025, an estimated $42K.
  • Heck Capital Advisors first reported a position in Invesco Global Water ETF in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's Invesco Global Water ETF position peaked at $42K in Q4 2024.
  • 109 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.