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Salem Investment Counselors’s Invesco Global Water ETF PIO Stock Holding History

Salem Investment Counselors’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
2020
Q2 		– Sell
-237
Closed -$6K – 719
2020
Q1 		$6K Buy
+237
New +$6.97K ﹤0.01% 560

Other funds holding PIO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MCM
McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Salem Investment Counselors's PIO Position: Q2 2020 in Review

Salem Investment Counselors sold out of Invesco Global Water ETF (PIO) in Q2 2020, closing a stake of 237 shares — an estimated $6K sold.

Salem Investment Counselors first reported a position in PIO in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 64 funds tracked by Wall St. Rank hold PIO as of Q2 2020.

  • Salem Investment Counselors reported no remaining Invesco Global Water ETF position as of Q2 2020 after selling out during the quarter.
  • Salem Investment Counselors sold 237 Invesco Global Water ETF shares in Q2 2020, an estimated $6K.
  • Salem Investment Counselors first reported a position in Invesco Global Water ETF in Q1 2020 and held it in 1 quarter.
  • Salem Investment Counselors's Invesco Global Water ETF position peaked at $6K in Q1 2020.
  • 64 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2020.

Based on Salem Investment Counselors's 13F filing for Q2 2020, filed 13 Aug 2020.