Clear Point Advisors’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Clear Point 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
2024 Q4	–	Sell	-82	Closed	-$5.04K	–	188
2024 Q3	$5.04K	Hold	82	–	–	﹤0.01%	394
2024 Q2	$4.56K	Hold	82	–	–	﹤0.01%	392
2024 Q1	$4.58K	Hold	82	–	–	﹤0.01%	387
2023 Q4	$4.37K	Buy	+82	New	+$4K	﹤0.01%	374

Other funds holding CGW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Clear Point Advisors's CGW Position: Q4 2024 in Review

Clear Point Advisors sold out of Invesco S&P Global Water Index ETF (CGW) in Q4 2024, closing a stake of 82 shares — an estimated $5.04K sold.

Clear Point Advisors first reported a position in CGW in Q4 2023 and held it in 4 quarters. The position peaked at $5.04K in Q3 2024. 193 funds tracked by Wall St. Rank hold CGW as of Q4 2024.

Clear Point Advisors reported no remaining Invesco S&P Global Water Index ETF position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 82 Invesco S&P Global Water Index ETF shares in Q4 2024, an estimated $5.04K.
Clear Point Advisors first reported a position in Invesco S&P Global Water Index ETF in Q4 2023 and held it in 4 quarters.
Clear Point Advisors's Invesco S&P Global Water Index ETF position peaked at $5.04K in Q3 2024.
193 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.