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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

MCM

McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Madden Advisory Services's PIO Position: Q2 2017 in Review

Madden Advisory Services sold out of Invesco Global Water ETF (PIO) in Q2 2017, closing a stake of 280 shares — an estimated $6K sold.

Madden Advisory Services first reported a position in PIO in Q2 2013 and held it in 10 quarters. The position peaked at $213K in Q2 2014. 54 funds tracked by Wall St. Rank hold PIO as of Q2 2017.

Madden Advisory Services reported no remaining Invesco Global Water ETF position as of Q2 2017 after selling out during the quarter.
Madden Advisory Services sold 280 Invesco Global Water ETF shares in Q2 2017, an estimated $6K.
Madden Advisory Services first reported a position in Invesco Global Water ETF in Q2 2013 and held it in 10 quarters.
Madden Advisory Services's Invesco Global Water ETF position peaked at $213K in Q2 2014.
54 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2017.

Based on Madden Advisory Services's 13F filing for Q2 2017, filed 11 Aug 2017.