FFA
CGW icon

Farther Finance Advisors’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Farther Finance 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 		$576K Buy
8,920
+373
+4% +$24.4K 0.01% 1305
2025
Q4 		$539K Buy
8,547
+6,740
+373% +$431K 0.01% 1258
2025
Q3 		$116K Buy
1,807
+1
+0.1% +$63 ﹤0.01% 1948
2025
Q2 		$113K Hold
1,806
– – ﹤0.01% 1701
2025
Q1 		$101K Buy
1,806
+991
+122% +$54.7K ﹤0.01% 1544
2024
Q4 		$44.2K Sell
815
-2
-0.2% -$117 ﹤0.01% 1725
2024
Q3 		$50K Buy
817
+116
+17% +$6.79K ﹤0.01% 1652
2024
Q2 		$38.4K Sell
701
-774
-52% -$43.6K ﹤0.01% 1523
2024
Q1 		$81.5K Sell
1,475
-571
-28% -$30.2K 0.01% 1012
2023
Q4 		$108K Sell
2,046
-72
-3% -$3.51K 0.01% 775
2023
Q3 		$98.5K Buy
2,118
+678
+47% +$34.1K 0.02% 561
2023
Q2 		$74K Buy
+1,440
New +$72.1K 0.02% 551

Other funds holding CGW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return
UBS Group
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
WAM
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return