Coppell Advisory Solutions’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Coppell Advisory Solutions’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 Q4	$420K	Buy	+8,966	New	+$401K	0.21%	108

Other funds holding CGW

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

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

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

Prism Advisors Studio City, California $412M AUM 20.58% 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

Coppell Advisory Solutions's CGW Position: Q4 2020 in Review

Coppell Advisory Solutions opened a new position in Invesco S&P Global Water Index ETF (CGW) in Q4 2020: 8,966 shares worth $420K. The stake represents 0.21% of the portfolio and ranks #108 among its holdings.

126 funds tracked by Wall St. Rank hold CGW as of Q4 2020.

Coppell Advisory Solutions held 8,966 shares of Invesco S&P Global Water Index ETF worth $420K as of Q4 2020.
Invesco S&P Global Water Index ETF was a new Coppell Advisory Solutions position in Q4 2020.
Invesco S&P Global Water Index ETF made up 0.21% of Coppell Advisory Solutions's portfolio in Q4 2020, its #108 holding.
126 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q4 2020.

Based on Coppell Advisory Solutions's 13F filing for Q4 2020, filed 10 Mar 2021.