Creative Planning’s Invesco S&P Global Water Index ETF CGW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $460K | Sell |
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|
2025
Q2 | $477K | Buy |
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|
2025
Q1 | $425K | Sell |
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|
2024
Q4 | $415K | Buy |
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|
2024
Q3 | $430K | Buy |
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|
2024
Q2 | $360K | Buy |
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|
2024
Q1 | $349K | Sell |
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|
2023
Q4 | $613K | Buy |
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|
2023
Q3 | $537K | Buy |
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|
2023
Q2 | $447K | Buy |
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|
2023
Q1 | $394K | Sell |
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|
2022
Q4 | $417K | Buy |
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|
2022
Q3 | $355K | Sell |
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|
2022
Q2 | $572K | Sell |
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|
2022
Q1 | $830K | Sell |
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|
2021
Q4 | $1.13M | Buy |
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|
2021
Q3 | $864K | Buy |
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|
2021
Q2 | $812K | Sell |
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|
2021
Q1 | $746K | Buy |
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|
2020
Q4 | $687K | Buy |
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|
2020
Q3 | $546K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $57K | Sell |
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|
2017
Q1 | $80K | Hold |
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|
2016
Q4 | $74K | Hold |
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|
2016
Q3 | $80K | Hold |
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|
2016
Q2 | $78K | Sell |
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|
2016
Q1 | $98K | Hold |
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|
2015
Q4 | $95K | Hold |
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|
2015
Q3 | $92K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $52K | Buy |
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|
2014
Q4 | $6K | Hold |
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|
2014
Q3 | $6K | Buy |
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