Legacy Financial Group (Iowa)
PIO icon

Legacy Financial Group (Iowa)’s Invesco Global Water ETF PIO Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-781
Closed -$26.4K – 383
2023
Q3 		$26.4K Buy
+781
New +$27.7K 0.01% 243

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MD
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Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Legacy Financial Group (Iowa)'s PIO Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Invesco Global Water ETF (PIO) in Q4 2023, closing a stake of 781 shares — an estimated $26.4K sold.

Legacy Financial Group (Iowa) first reported a position in PIO in Q3 2023 and held it in 1 quarter. The position peaked at $26.4K in Q3 2023. 101 funds tracked by Wall St. Rank hold PIO as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Invesco Global Water ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 781 Invesco Global Water ETF shares in Q4 2023, an estimated $26.4K.
  • Legacy Financial Group (Iowa) first reported a position in Invesco Global Water ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Invesco Global Water ETF position peaked at $26.4K in Q3 2023.
  • 101 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.