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

Certus 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
2023
Q3 		– Sell
-5,060
Closed -$260K – 56
2023
Q2 		$260K Buy
+5,060
New +$253K 0.26% 56

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 $1.26B AUM 24.75% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Certus Wealth Management's CGW Position: Q3 2023 in Review

Certus Wealth Management sold out of Invesco S&P Global Water Index ETF (CGW) in Q3 2023, closing a stake of 5,060 shares — an estimated $260K sold.

Certus Wealth Management first reported a position in CGW in Q2 2023 and held it in 1 quarter. The position peaked at $260K in Q2 2023. 169 funds tracked by Wall St. Rank hold CGW as of Q3 2023.

  • Certus Wealth Management reported no remaining Invesco S&P Global Water Index ETF position as of Q3 2023 after selling out during the quarter.
  • Certus Wealth Management sold 5,060 Invesco S&P Global Water Index ETF shares in Q3 2023, an estimated $260K.
  • Certus Wealth Management first reported a position in Invesco S&P Global Water Index ETF in Q2 2023 and held it in 1 quarter.
  • Certus Wealth Management's Invesco S&P Global Water Index ETF position peaked at $260K in Q2 2023.
  • 169 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q3 2023.

Based on Certus Wealth Management's 13F filing for Q3 2023, filed 2 Nov 2023.