MAS
PIO icon

Madden Advisory Services’s Invesco Global Water ETF PIO Stock Holding History

Madden Advisory 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
2017
Q2 		– Sell
-280
Closed -$6K – 195
2017
Q1 		$6K Buy
+280
New +$6.09K ﹤0.01% 232
2015
Q4 		– Sell
-280
Closed -$5K – 223
2015
Q3 		$5K Hold
280
– – ﹤0.01% 254
2015
Q2 		$6K Buy
+280
New +$6.83K ﹤0.01% 244
2015
Q1 		– Sell
-5,362
Closed -$123K – 217
2014
Q4 		$123K Sell
5,362
-2,442
-31% -$56K 0.07% 104
2014
Q3 		$178K Sell
7,804
-851
-10% -$20.3K 0.09% 104
2014
Q2 		$213K Buy
8,655
+280
+3% +$6.8K 0.11% 99
2014
Q1 		$204K Buy
8,375
+3,736
+81% +$87.2K 0.11% 94
2013
Q4 		$107K Sell
4,639
-962
-17% -$21K 0.08% 94
2013
Q3 		$118K Buy
5,601
+3
+0.1% +$60 0.1% 74
2013
Q2 		$105K Buy
+5,598
New +$108K 0.09% 78

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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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 $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return