PFS
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Prospera Financial Services’s Invesco Global Water ETF PIO Stock Holding History

Prospera Financial 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
2022
Q2 		– Sell
-280
Closed -$10K – 2329
2022
Q1 		$10K Buy
+280
New +$10.6K ﹤0.01% 2037

Other funds holding PIO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Prospera Financial Services's PIO Position: Q2 2022 in Review

Prospera Financial Services sold out of Invesco Global Water ETF (PIO) in Q2 2022, closing a stake of 280 shares — an estimated $10K sold.

Prospera Financial Services first reported a position in PIO in Q1 2022 and held it in 1 quarter. The position peaked at $10K in Q1 2022. 87 funds tracked by Wall St. Rank hold PIO as of Q2 2022.

  • Prospera Financial Services reported no remaining Invesco Global Water ETF position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 280 Invesco Global Water ETF shares in Q2 2022, an estimated $10K.
  • Prospera Financial Services first reported a position in Invesco Global Water ETF in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's Invesco Global Water ETF position peaked at $10K in Q1 2022.
  • 87 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.