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WR Wealth Planners’s Invesco Global Water ETF PIO Stock Holding History

WR Wealth Planners’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
2024
Q4 		$16.3K Hold
417
– – 0.01% 516
2024
Q3 		$18K Hold
417
– – 0.01% 513
2024
Q2 		$16.9K Sell
417
-150
-26% -$6.24K 0.01% 472
2024
Q1 		$24.5K Buy
+567
New +$22.7K 0.01% 423
2023
Q4 		– Sell
-567
Closed -$19.2K – 668
2023
Q3 		$19.2K Hold
567
– – 0.01% 431
2023
Q2 		$20.3K Hold
567
– – 0.01% 430
2023
Q1 		$19.8K Buy
+567
New +$19.7K 0.01% 432

Other funds holding PIO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

WR Wealth Planners's PIO Position: Q4 2024 in Review

WR Wealth Planners held its Invesco Global Water ETF (PIO) position steady in Q4 2024 at 417 shares worth $16.3K. The position accounts for 0.01% of the portfolio, ranked #516.

WR Wealth Planners first reported a position in PIO in Q1 2023 and has held it in 7 quarters since. The position peaked at $24.5K in Q1 2024. 109 funds tracked by Wall St. Rank hold PIO as of Q4 2024.

  • WR Wealth Planners held 417 shares of Invesco Global Water ETF worth $16.3K as of Q4 2024.
  • WR Wealth Planners left its Invesco Global Water ETF share count unchanged in Q4 2024.
  • Invesco Global Water ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #516 holding.
  • WR Wealth Planners first reported a position in Invesco Global Water ETF in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Invesco Global Water ETF position peaked at $24.5K in Q1 2024.
  • 109 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.