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WealthPLAN Partners’s Invesco Global Water ETF PIO Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-100
Closed -$3.58K – 906
2023
Q2 		$3.58K Hold
100
– – ﹤0.01% 968
2023
Q1 		$3.5K Buy
+100
New +$3.47K ﹤0.01% 1046

Other funds holding PIO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

WealthPLAN Partners's PIO Position: Q3 2023 in Review

WealthPLAN Partners sold out of Invesco Global Water ETF (PIO) in Q3 2023, closing a stake of 100 shares — an estimated $3.58K sold.

WealthPLAN Partners first reported a position in PIO in Q1 2023 and held it in 2 quarters. The position peaked at $3.58K in Q2 2023. 99 funds tracked by Wall St. Rank hold PIO as of Q3 2023.

  • WealthPLAN Partners reported no remaining Invesco Global Water ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 100 Invesco Global Water ETF shares in Q3 2023, an estimated $3.58K.
  • WealthPLAN Partners first reported a position in Invesco Global Water ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Invesco Global Water ETF position peaked at $3.58K in Q2 2023.
  • 99 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.