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Choate Investment Advisors’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Choate Investment Advisors’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
-1,345
Closed -$84.1K – 431
2025
Q2 		$84.1K Buy
+1,345
New +$79.3K ﹤0.01% 429
2023
Q4 		– Sell
-1,465
Closed -$68.2K – 387
2023
Q3 		$68.2K Hold
1,465
– – ﹤0.01% 386
2023
Q2 		$75.3K Hold
1,465
– – ﹤0.01% 308
2023
Q1 		$73K Hold
1,465
– – ﹤0.01% 285
2022
Q4 		$68.3K Buy
1,465
+120
+9% +$5.53K ﹤0.01% 295
2022
Q3 		$55K Hold
1,345
– – ﹤0.01% 264
2022
Q2 		$59K Hold
1,345
– – ﹤0.01% 283
2022
Q1 		$70K Hold
1,345
– – ﹤0.01% 318
2021
Q4 		$82K Hold
1,345
– – ﹤0.01% 301
2021
Q3 		$75K Hold
1,345
– – ﹤0.01% 276
2021
Q2 		$72K Hold
1,345
– – ﹤0.01% 288
2021
Q1 		$66K Hold
1,345
– – ﹤0.01% 274
2020
Q4 		$63K Sell
1,345
-83
-6% -$3.71K ﹤0.01% 262
2020
Q3 		$59K Buy
+1,428
New +$57.5K ﹤0.01% 258
2020
Q1 		– Sell
-5,116
Closed -$210K – 235
2019
Q4 		$210K Sell
5,116
-2,535
-33% -$100K 0.01% 220
2019
Q3 		$293K Sell
7,651
-795
-9% -$29.7K 0.02% 192
2019
Q2 		$316K Sell
8,446
-15,410
-65% -$555K 0.02% 188
2019
Q1 		$845K Sell
23,856
-29,536
-55% -$1M 0.05% 124
2018
Q4 		$1.66M Buy
+53,392
New +$1.75M 0.11% 78
2018
Q2 		– Sell
-773,663
Closed -$26.4M – 228
2018
Q1 		$26.4M Sell
773,663
-430,370
-36% -$14.9M 1.41% 14
2017
Q4 		$42.8M Sell
1,204,033
-480,912
-29% -$17M 2.19% 11
2017
Q3 		$58M Sell
1,684,945
-148,830
-8% -$4.98M 3.13% 7
2017
Q2 		$59.8M Buy
1,833,775
+57,045
+3% +$1.84M 3.38% 7
2017
Q1 		$55.2M Buy
1,776,730
+171,534
+11% +$5.12M 3.23% 6
2016
Q4 		$45.7M Buy
1,605,196
+302,912
+23% +$8.84M 2.89% 7
2016
Q3 		$40.3M Buy
1,302,284
+518,394
+66% +$15.7M 2.63% 7
2016
Q2 		$23.5M Buy
+783,890
New +$22.8M 1.63% 10

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
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
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 $109B AUM 35.56% 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 $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Choate Investment Advisors's CGW Position: Q3 2025 in Review

Choate Investment Advisors sold out of Invesco S&P Global Water Index ETF (CGW) in Q3 2025, closing a stake of 1,345 shares — an estimated $84.1K sold.

Choate Investment Advisors first reported a position in CGW in Q2 2016 and held it in 27 quarters. The position peaked at $59.8M in Q2 2017. 207 funds tracked by Wall St. Rank hold CGW as of Q3 2025.

  • Choate Investment Advisors reported no remaining Invesco S&P Global Water Index ETF position as of Q3 2025 after selling out during the quarter.
  • Choate Investment Advisors sold 1,345 Invesco S&P Global Water Index ETF shares in Q3 2025, an estimated $84.1K.
  • Choate Investment Advisors first reported a position in Invesco S&P Global Water Index ETF in Q2 2016 and held it in 27 quarters.
  • Choate Investment Advisors's Invesco S&P Global Water Index ETF position peaked at $59.8M in Q2 2017.
  • 207 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q3 2025.

Based on Choate Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.