Byrne Asset Management’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Byrne Asset 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
2026 Q2	$6.57K	Hold	100	–	–	﹤0.01%	472
2026 Q1	$6.39K	Hold	100	–	–	﹤0.01%	467
2025 Q4	$6.3K	Hold	100	–	–	﹤0.01%	460
2025 Q3	$6.42K	Hold	100	–	–	﹤0.01%	451
2025 Q2	$6.25K	Hold	100	–	–	﹤0.01%	435
2025 Q1	$5.57K	Hold	100	–	–	﹤0.01%	457
2024 Q4	$5.42K	Hold	100	–	–	﹤0.01%	448
2024 Q3	$6.12K	Hold	100	–	–	﹤0.01%	440
2024 Q2	$5.56K	Hold	100	–	–	﹤0.01%	437
2024 Q1	$5.55K	Hold	100	–	–	﹤0.01%	425
2023 Q4	$5.33K	Hold	100	–	–	﹤0.01%	407
2023 Q3	$5K	Hold	100	–	–	﹤0.01%	394
2023 Q2	$5K	Hold	100	–	–	﹤0.01%	459
2023 Q1	$5K	Hold	100	–	–	﹤0.01%	448
2022 Q4	$4.66K	Hold	100	–	–	﹤0.01%	439
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	422
2022 Q2	$4K	Hold	100	–	–	﹤0.01%	439
2022 Q1	$5K	Hold	100	–	–	﹤0.01%	444
2021 Q4	$6K	Buy	+100	New	+$5.89K	﹤0.01%	439

Other funds holding CGW

Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return