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

Sowell 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
2021 Q2	–	Sell	-4,502	Closed	-$176K	–	2104
2021 Q1	$176K	Buy	4,502 +345	+8%	+$12.3K	0.01%	1112
2020 Q4	$145K	Buy	4,157 +150	+4%	+$5.03K	0.01%	993
2020 Q3	$127K	Hold	4,007	–	–	0.01%	894
2020 Q2	$115K	Hold	4,007	–	–	0.01%	924
2020 Q1	$98K	Buy	4,007 +160	+4%	+$4.7K	0.01%	846
2019 Q4	$119K	Hold	3,847	–	–	0.01%	861
2019 Q3	$107K	Buy	+3,847	New	+$107K	0.01%	811

Other funds holding PIO

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

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

MCM

McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Sowell Financial Services's PIO Position: Q2 2021 in Review

Sowell Financial Services sold out of Invesco Global Water ETF (PIO) in Q2 2021, closing a stake of 4,502 shares — an estimated $176K sold.

Sowell Financial Services first reported a position in PIO in Q3 2019 and held it in 7 quarters. The position peaked at $176K in Q1 2021. 89 funds tracked by Wall St. Rank hold PIO as of Q2 2021.

Sowell Financial Services reported no remaining Invesco Global Water ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 4,502 Invesco Global Water ETF shares in Q2 2021, an estimated $176K.
Sowell Financial Services first reported a position in Invesco Global Water ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's Invesco Global Water ETF position peaked at $176K in Q1 2021.
89 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.