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Realta Investment Advisors’s Invesco Global Water ETF PIO Stock Holding History

Realta Investment Advisors’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
2024
Q3 		– Sell
-402
Closed -$16.3K – 652
2024
Q2 		$16.3K Buy
402
+2
+0.5% +$83 ﹤0.01% 640
2024
Q1 		$17.2K Buy
+400
New +$16K ﹤0.01% 654

Other funds holding PIO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

Realta Investment Advisors's PIO Position: Q3 2024 in Review

Realta Investment Advisors sold out of Invesco Global Water ETF (PIO) in Q3 2024, closing a stake of 402 shares — an estimated $16.3K sold.

Realta Investment Advisors first reported a position in PIO in Q1 2024 and held it in 2 quarters. The position peaked at $17.2K in Q1 2024. 108 funds tracked by Wall St. Rank hold PIO as of Q3 2024.

  • Realta Investment Advisors reported no remaining Invesco Global Water ETF position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 402 Invesco Global Water ETF shares in Q3 2024, an estimated $16.3K.
  • Realta Investment Advisors first reported a position in Invesco Global Water ETF in Q1 2024 and held it in 2 quarters.
  • Realta Investment Advisors's Invesco Global Water ETF position peaked at $17.2K in Q1 2024.
  • 108 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.