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

James Reed Financial 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
2022
Q1 		– Sell
-299
Closed -$12K – 129
2021
Q4 		$12K Buy
+299
New +$12.5K 0.01% 93

Other funds holding PIO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

James Reed Financial Services's PIO Position: Q1 2022 in Review

James Reed Financial Services sold out of Invesco Global Water ETF (PIO) in Q1 2022, closing a stake of 299 shares — an estimated $12K sold.

James Reed Financial Services first reported a position in PIO in Q4 2021 and held it in 1 quarter. The position peaked at $12K in Q4 2021. 90 funds tracked by Wall St. Rank hold PIO as of Q1 2022.

  • James Reed Financial Services reported no remaining Invesco Global Water ETF position as of Q1 2022 after selling out during the quarter.
  • James Reed Financial Services sold 299 Invesco Global Water ETF shares in Q1 2022, an estimated $12K.
  • James Reed Financial Services first reported a position in Invesco Global Water ETF in Q4 2021 and held it in 1 quarter.
  • James Reed Financial Services's Invesco Global Water ETF position peaked at $12K in Q4 2021.
  • 90 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q1 2022.

Based on James Reed Financial Services's 13F filing for Q1 2022, filed 26 Apr 2022.