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Vaughan & Co Securities’s Invesco Global Water ETF PIO Stock Holding History

Vaughan & Co Securities’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
-182
Closed -$4.46K – 130
2020
Q1 		$4.46K Hold
182
– – 0.01% 147
2019
Q4 		$5.62K Buy
+182
New +$5.3K 0.01% 151

Other funds holding PIO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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 $1.21T AUM 78.12% 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 $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vaughan & Co Securities's PIO Position: Q2 2020 in Review

Vaughan & Co Securities sold out of Invesco Global Water ETF (PIO) in Q2 2020, closing a stake of 182 shares — an estimated $4.46K sold.

Vaughan & Co Securities first reported a position in PIO in Q4 2019 and held it in 2 quarters. The position peaked at $5.62K in Q4 2019. 64 funds tracked by Wall St. Rank hold PIO as of Q2 2020.

  • Vaughan & Co Securities reported no remaining Invesco Global Water ETF position as of Q2 2020 after selling out during the quarter.
  • Vaughan & Co Securities sold 182 Invesco Global Water ETF shares in Q2 2020, an estimated $4.46K.
  • Vaughan & Co Securities first reported a position in Invesco Global Water ETF in Q4 2019 and held it in 2 quarters.
  • Vaughan & Co Securities's Invesco Global Water ETF position peaked at $5.62K in Q4 2019.
  • 64 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2020.

Based on Vaughan & Co Securities's 13F filing for Q2 2020, filed 10 May 2021.