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JNBA Financial Advisors’s Invesco Global Water ETF PIO Stock Holding History

JNBA Financial 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
2018
Q4 		– Sell
-1,185
Closed -$30K – 682
2018
Q3 		$30K Buy
+1,185
New +$30.3K 0.01% 272
2016
Q4 		– Sell
-200
Closed -$4K – 1099
2016
Q3 		$4K Buy
+200
New +$4.41K ﹤0.01% 1300

Other funds holding PIO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
MCM
McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JNBA Financial Advisors's PIO Position: Q4 2018 in Review

JNBA Financial Advisors sold out of Invesco Global Water ETF (PIO) in Q4 2018, closing a stake of 1,185 shares — an estimated $30K sold.

JNBA Financial Advisors first reported a position in PIO in Q3 2016 and held it in 2 quarters. The position peaked at $30K in Q3 2018. 62 funds tracked by Wall St. Rank hold PIO as of Q4 2018.

  • JNBA Financial Advisors reported no remaining Invesco Global Water ETF position as of Q4 2018 after selling out during the quarter.
  • JNBA Financial Advisors sold 1,185 Invesco Global Water ETF shares in Q4 2018, an estimated $30K.
  • JNBA Financial Advisors first reported a position in Invesco Global Water ETF in Q3 2016 and held it in 2 quarters.
  • JNBA Financial Advisors's Invesco Global Water ETF position peaked at $30K in Q3 2018.
  • 62 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q4 2018.

Based on JNBA Financial Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.