Balanced Rock Investment Advisors’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$670K Buy
2025
Q1
$587K Sell
2024
Q4
$573K Buy
2024
Q3
$637K Buy
2024
Q2
$569K Sell
2024
Q1
$577K Sell
2023
Q4
$743K Buy