CFFP
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Center for Financial Planning’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Center for Financial Planning’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
2020
Q3 		– Sell
-232
Closed -$9K – 448
2020
Q2 		$9K Buy
+232
New +$8.3K ﹤0.01% 313

Other funds holding CGW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Center for Financial Planning's CGW Position: Q3 2020 in Review

Center for Financial Planning sold out of Invesco S&P Global Water Index ETF (CGW) in Q3 2020, closing a stake of 232 shares — an estimated $9K sold.

Center for Financial Planning first reported a position in CGW in Q2 2020 and held it in 1 quarter. The position peaked at $9K in Q2 2020. 115 funds tracked by Wall St. Rank hold CGW as of Q3 2020.

  • Center for Financial Planning reported no remaining Invesco S&P Global Water Index ETF position as of Q3 2020 after selling out during the quarter.
  • Center for Financial Planning sold 232 Invesco S&P Global Water Index ETF shares in Q3 2020, an estimated $9K.
  • Center for Financial Planning first reported a position in Invesco S&P Global Water Index ETF in Q2 2020 and held it in 1 quarter.
  • Center for Financial Planning's Invesco S&P Global Water Index ETF position peaked at $9K in Q2 2020.
  • 115 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q3 2020.

Based on Center for Financial Planning's 13F filing for Q3 2020, filed 12 Nov 2020.