Crowley Wealth Management’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Crowley Wealth Management’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 Q4	–	Sell	-400	Closed	-$25.7K	–	64
2025 Q3	$25.7K	Hold	400	–	–	0.02%	203
2025 Q2	$25K	Hold	400	–	–	0.02%	195
2025 Q1	$22.3K	Hold	400	–	–	0.02%	194
2024 Q4	$21.7K	Buy	+400	New	+$23.4K	0.02%	198

Other funds holding CGW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Crowley Wealth Management's CGW Position: Q4 2025 in Review

Crowley Wealth Management sold out of Invesco S&P Global Water Index ETF (CGW) in Q4 2025, closing a stake of 400 shares — an estimated $25.7K sold.

Crowley Wealth Management first reported a position in CGW in Q4 2024 and held it in 4 quarters. The position peaked at $25.7K in Q3 2025. 207 funds tracked by Wall St. Rank hold CGW as of Q4 2025.

Crowley Wealth Management reported no remaining Invesco S&P Global Water Index ETF position as of Q4 2025 after selling out during the quarter.
Crowley Wealth Management sold 400 Invesco S&P Global Water Index ETF shares in Q4 2025, an estimated $25.7K.
Crowley Wealth Management first reported a position in Invesco S&P Global Water Index ETF in Q4 2024 and held it in 4 quarters.
Crowley Wealth Management's Invesco S&P Global Water Index ETF position peaked at $25.7K in Q3 2025.
207 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.