IWMPD
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Integrated Wealth Management (Palm Desert)’s Invesco Global Water ETF PIO Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q1 		– Sell
-475
Closed -$10K – 1295
2015
Q4 		$10K Buy
+475
New +$10.2K ﹤0.01% 770

Other funds holding PIO

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FC
FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MCM
McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s PIO Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Invesco Global Water ETF (PIO) in Q1 2016, closing a stake of 475 shares — an estimated $10K sold.

Integrated Wealth Management (Palm Desert) first reported a position in PIO in Q4 2015 and held it in 1 quarter. The position peaked at $10K in Q4 2015. 56 funds tracked by Wall St. Rank hold PIO as of Q1 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Invesco Global Water ETF position as of Q1 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 475 Invesco Global Water ETF shares in Q1 2016, an estimated $10K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Invesco Global Water ETF in Q4 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Invesco Global Water ETF position peaked at $10K in Q4 2015.
  • 56 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.