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Caliber Wealth Management (Kansas)’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Caliber Wealth Management (Kansas)’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
Q3 		– Sell
-5,536
Closed -$346K – 264
2025
Q2 		$346K Hold
5,536
– – 0.04% 218
2025
Q1 		$308K Buy
+5,536
New +$306K 0.04% 196

Other funds holding CGW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Caliber Wealth Management (Kansas)'s CGW Position: Q3 2025 in Review

Caliber Wealth Management (Kansas) sold out of Invesco S&P Global Water Index ETF (CGW) in Q3 2025, closing a stake of 5,536 shares — an estimated $346K sold.

Caliber Wealth Management (Kansas) first reported a position in CGW in Q1 2025 and held it in 2 quarters. The position peaked at $346K in Q2 2025. 207 funds tracked by Wall St. Rank hold CGW as of Q3 2025.

  • Caliber Wealth Management (Kansas) reported no remaining Invesco S&P Global Water Index ETF position as of Q3 2025 after selling out during the quarter.
  • Caliber Wealth Management (Kansas) sold 5,536 Invesco S&P Global Water Index ETF shares in Q3 2025, an estimated $346K.
  • Caliber Wealth Management (Kansas) first reported a position in Invesco S&P Global Water Index ETF in Q1 2025 and held it in 2 quarters.
  • Caliber Wealth Management (Kansas)'s Invesco S&P Global Water Index ETF position peaked at $346K in Q2 2025.
  • 207 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q3 2025.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q3 2025, filed 5 Nov 2025.