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Wealthspire Advisors (Maryland)’s Invesco Global Water ETF PIO Stock Holding History

Wealthspire Advisors (Maryland)’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
2017
Q4 		– Sell
-100
Closed -$2K – 2526
2017
Q3 		$2K Hold
100
– – ﹤0.01% 2005
2017
Q2 		$2K Buy
+100
New +$2.35K ﹤0.01% 1998

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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PIO Position: Q4 2017 in Review

Wealthspire Advisors (Maryland) sold out of Invesco Global Water ETF (PIO) in Q4 2017, closing a stake of 100 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in PIO in Q2 2017 and held it in 2 quarters. The position peaked at $2K in Q3 2017. 61 funds tracked by Wall St. Rank hold PIO as of Q4 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Invesco Global Water ETF position as of Q4 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 100 Invesco Global Water ETF shares in Q4 2017, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Invesco Global Water ETF in Q2 2017 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Invesco Global Water ETF position peaked at $2K in Q3 2017.
  • 61 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q4 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2017, filed 7 Feb 2018.