CFCI
CGW icon

Comprehensive Financial Consultants Institutional’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Comprehensive Financial Consultants Institutional’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
2026
Q2 		$284K Sell
4,317
-185
-4% -$11.9K 0.08% 176
2026
Q1 		$288K Hold
4,502
– – 0.09% 165
2025
Q4 		$284K Hold
4,502
– – 0.09% 164
2025
Q3 		$289K Hold
4,502
– – 0.09% 157
2025
Q2 		$281K Hold
4,502
– – 0.09% 157
2025
Q1 		$251K Sell
4,502
-4,807
-52% -$265K 0.09% 158
2024
Q4 		$505K Hold
9,309
– – 0.18% 117
2024
Q3 		$570K Sell
9,309
-1,165
-11% -$68.2K 0.21% 115
2024
Q2 		$579K Hold
10,474
– – 0.23% 109
2024
Q1 		$582K Sell
10,474
-883
-8% -$46.6K 0.24% 111
2023
Q4 		$602K Sell
11,357
-196
-2% -$9.57K 0.28% 107
2023
Q3 		$537K Sell
11,553
-220
-2% -$11.1K 0.28% 108
2023
Q2 		$613K Buy
11,773
+292
+3% +$14.6K 0.32% 102
2023
Q1 		$572K Buy
+11,481
New +$563K 0.32% 103
2022
Q3 		– Sell
-11,481
Closed -$504K – 154
2022
Q2 		$504K Sell
11,481
-165
-1% -$7.87K 0.36% 104
2022
Q1 		$545K Buy
11,646
+1,000
+9% +$53.1K 0.38% 97
2021
Q4 		$555K Buy
+10,646
New +$628K 0.36% 91

Other funds holding CGW

BFG
Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $343M AUM 35.3% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return