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McElhenny Sheffield Capital Management’s Invesco Global Water ETF PIO Stock Holding History

McElhenny Sheffield Capital Management’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
Q1 		– Sell
-60
Closed -$1.96K – 472
2022
Q4 		$1.96K Buy
+60
New +$1.91K ﹤0.01% 497

Other funds holding PIO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

McElhenny Sheffield Capital Management's PIO Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Invesco Global Water ETF (PIO) in Q1 2023, closing a stake of 60 shares — an estimated $1.96K sold.

McElhenny Sheffield Capital Management first reported a position in PIO in Q4 2022 and held it in 1 quarter. The position peaked at $1.96K in Q4 2022. 99 funds tracked by Wall St. Rank hold PIO as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Invesco Global Water ETF position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 60 Invesco Global Water ETF shares in Q1 2023, an estimated $1.96K.
  • McElhenny Sheffield Capital Management first reported a position in Invesco Global Water ETF in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Invesco Global Water ETF position peaked at $1.96K in Q4 2022.
  • 99 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.