SeaCrest Wealth Management’s Invesco Global Water ETF PIO Stock Holding History

SeaCrest Wealth 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
2022 Q3	–	Sell	-1,225	Closed	-$38K	–	1258
2022 Q2	$38K	Buy	+1,225	New	+$41.2K	﹤0.01%	1235
2019 Q2	–	Sell	-500	Closed	-$13K	–	1481
2019 Q1	$13K	Sell	500 -200	-29%	-$5.11K	﹤0.01%	1449
2018 Q4	$16K	Hold	700	–	–	﹤0.01%	1334
2018 Q3	$18K	Hold	700	–	–	﹤0.01%	1428
2018 Q2	$17K	Hold	700	–	–	﹤0.01%	1428
2018 Q1	$18K	Hold	700	–	–	﹤0.01%	1371
2017 Q4	$18K	Buy	+700	New	+$17.8K	﹤0.01%	1380

Other funds holding PIO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

SeaCrest Wealth Management's PIO Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Invesco Global Water ETF (PIO) in Q3 2022, closing a stake of 1,225 shares — an estimated $38K sold.

SeaCrest Wealth Management first reported a position in PIO in Q4 2017 and held it in 7 quarters. The position peaked at $38K in Q2 2022. 82 funds tracked by Wall St. Rank hold PIO as of Q3 2022.

SeaCrest Wealth Management reported no remaining Invesco Global Water ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 1,225 Invesco Global Water ETF shares in Q3 2022, an estimated $38K.
SeaCrest Wealth Management first reported a position in Invesco Global Water ETF in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's Invesco Global Water ETF position peaked at $38K in Q2 2022.
82 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.