WCM
PIO icon

WealthBridge Capital Management’s Invesco Global Water ETF PIO Stock Holding History

WealthBridge Capital 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
2019
Q2 		– Sell
-1,780
Closed -$48K – 658
2019
Q1 		$48K Hold
1,780
– – 0.03% 292
2018
Q4 		$41K Buy
+1,780
New +$42.8K 0.03% 276

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
MCM
McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WealthBridge Capital Management's PIO Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Invesco Global Water ETF (PIO) in Q2 2019, closing a stake of 1,780 shares — an estimated $48K sold.

WealthBridge Capital Management first reported a position in PIO in Q4 2018 and held it in 2 quarters. The position peaked at $48K in Q1 2019. 58 funds tracked by Wall St. Rank hold PIO as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Invesco Global Water ETF position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 1,780 Invesco Global Water ETF shares in Q2 2019, an estimated $48K.
  • WealthBridge Capital Management first reported a position in Invesco Global Water ETF in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Invesco Global Water ETF position peaked at $48K in Q1 2019.
  • 58 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.