DHJJ Financial Advisors’s Invesco S&P Global Water Index ETF CGW Stock Holding History

DHJJ Financial 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
2026 Q1	$12.2K	Hold	191	–	–	﹤0.01%	591
2025 Q4	$12K	Hold	191	–	–	﹤0.01%	558
2025 Q3	$12.3K	Hold	191	–	–	﹤0.01%	539
2025 Q2	$11.9K	Hold	191	–	–	﹤0.01%	527
2025 Q1	$10.6K	Hold	191	–	–	﹤0.01%	502
2024 Q4	$10.4K	Hold	191	–	–	﹤0.01%	497
2024 Q3	$11.7K	Hold	191	–	–	﹤0.01%	478
2024 Q2	$10.6K	Hold	191	–	–	﹤0.01%	451
2024 Q1	$10.6K	Hold	191	–	–	﹤0.01%	442
2023 Q4	$10.1K	Hold	191	–	–	﹤0.01%	440
2023 Q3	$8.89K	Buy	+191	New	+$9.6K	﹤0.01%	447

Other funds holding CGW

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

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

Bank of America

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

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

1832 Asset Management

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

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return