BWM
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BKM Wealth Management’s Invesco S&P Global Water Index ETF CGW Stock Holding History

BKM Wealth Management’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
2024
Q1 		– Sell
-140
Closed -$7.42K – 251
2023
Q4 		$7.42K Buy
+140
New +$6.83K ﹤0.01% 478

Other funds holding CGW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

BKM Wealth Management's CGW Position: Q1 2024 in Review

BKM Wealth Management sold out of Invesco S&P Global Water Index ETF (CGW) in Q1 2024, closing a stake of 140 shares — an estimated $7.42K sold.

BKM Wealth Management first reported a position in CGW in Q4 2023 and held it in 1 quarter. The position peaked at $7.42K in Q4 2023. 187 funds tracked by Wall St. Rank hold CGW as of Q1 2024.

  • BKM Wealth Management reported no remaining Invesco S&P Global Water Index ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 140 Invesco S&P Global Water Index ETF shares in Q1 2024, an estimated $7.42K.
  • BKM Wealth Management first reported a position in Invesco S&P Global Water Index ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Invesco S&P Global Water Index ETF position peaked at $7.42K in Q4 2023.
  • 187 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.