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Patriot Investment Management Group’s Invesco Global Water ETF PIO Stock Holding History

Patriot Investment Management Group’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
-300
Closed -$10.6K – 347
2022
Q4 		$10.6K Buy
+300
New +$9.55K ﹤0.01% 363
2020
Q3 		– Sell
-300
Closed -$8.62K – 525
2020
Q2 		$8.62K Buy
+300
New +$8.16K ﹤0.01% 513

Other funds holding PIO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $109B AUM 35.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Patriot Investment Management Group's PIO Position: Q1 2023 in Review

Patriot Investment Management Group sold out of Invesco Global Water ETF (PIO) in Q1 2023, closing a stake of 300 shares — an estimated $10.6K sold.

Patriot Investment Management Group first reported a position in PIO in Q2 2020 and held it in 2 quarters. The position peaked at $10.6K in Q4 2022. 99 funds tracked by Wall St. Rank hold PIO as of Q1 2023.

  • Patriot Investment Management Group reported no remaining Invesco Global Water ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 300 Invesco Global Water ETF shares in Q1 2023, an estimated $10.6K.
  • Patriot Investment Management Group first reported a position in Invesco Global Water ETF in Q2 2020 and held it in 2 quarters.
  • Patriot Investment Management Group's Invesco Global Water ETF position peaked at $10.6K in Q4 2022.
  • 99 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.