AWS
CGW icon

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 $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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 $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return