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Atria Wealth Solutions’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Atria Wealth Solutions’s Portfolio CGW Stock Details CGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$298K Buy
4,760
+504
+12% +$29.7K 0.01% 1154
2025
Q1 		$237K Sell
4,256
-5,507
-56% -$304K ﹤0.01% 1614
2024
Q4 		$529K Sell
9,763
-1,509
-13% -$88.4K 0.01% 1252
2024
Q3 		$690K Sell
11,272
-1,830
-14% -$107K 0.01% 1079
2024
Q2 		$724K Sell
13,102
-2,667
-17% -$150K 0.01% 1044
2024
Q1 		$876K Sell
15,769
-551
-3% -$29.1K 0.01% 970
2023
Q4 		$865K Buy
16,320
+5,205
+47% +$254K 0.01% 931
2023
Q3 		$517K Sell
11,115
-253
-2% -$12.7K 0.01% 1115
2023
Q2 		$584K Buy
11,368
+1,078
+10% +$54K 0.01% 1081
2023
Q1 		$513K Buy
10,290
+912
+10% +$44.7K 0.01% 1117
2022
Q4 		$437K Buy
9,378
+708
+8% +$32.6K 0.01% 1156
2022
Q3 		$356K Sell
8,670
-7,667
-47% -$355K 0.01% 1197
2022
Q2 		$721K Buy
16,337
+11,645
+248% +$555K 0.01% 833
2022
Q1 		$246K Buy
+4,692
New +$249K ﹤0.01% 1437

Other funds holding CGW

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
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atria Wealth Solutions's CGW Position: Q2 2025 in Review

Atria Wealth Solutions increased its Invesco S&P Global Water Index ETF (CGW) stake by 12% in Q2 2025, buying an estimated $29.7K and bringing the position to 4,760 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #1154.

Atria Wealth Solutions first reported a position in CGW in Q1 2022 and has held it in 14 quarters since. The position peaked at $876K in Q1 2024. 208 funds tracked by Wall St. Rank hold CGW as of Q2 2025.

  • Atria Wealth Solutions held 4,760 shares of Invesco S&P Global Water Index ETF worth $298K as of Q2 2025.
  • Atria Wealth Solutions bought 504 Invesco S&P Global Water Index ETF shares in Q2 2025, an estimated $29.7K.
  • Invesco S&P Global Water Index ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1154 holding.
  • Atria Wealth Solutions first reported a position in Invesco S&P Global Water Index ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Invesco S&P Global Water Index ETF position peaked at $876K in Q1 2024.
  • 208 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.