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Householder Group Estate & Retirement Specialist’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023
Q1 		$13K Buy
+266
New +$13.1K 0.01% 732
2022
Q4 		– Sell
-245
Closed -$10K – 448
2022
Q3 		$10K Buy
+245
New +$11.3K ﹤0.01% 723

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 $1.26B AUM 24.75% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's CGW Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in Invesco S&P Global Water Index ETF (CGW) in Q1 2023: 266 shares worth $13K. The stake represents 0.01% of the portfolio and ranks #732 among its holdings. This is a return to the name: Householder Group Estate & Retirement Specialist previously reported a position in CGW as recently as Q3 2022.

Householder Group Estate & Retirement Specialist first reported a position in CGW in Q3 2022 and has held it in 2 quarters since. 173 funds tracked by Wall St. Rank hold CGW as of Q1 2023.

  • Householder Group Estate & Retirement Specialist held 266 shares of Invesco S&P Global Water Index ETF worth $13K as of Q1 2023.
  • Invesco S&P Global Water Index ETF was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
  • Invesco S&P Global Water Index ETF made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #732 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Invesco S&P Global Water Index ETF in Q3 2022 and has held it in 2 quarters since.
  • 173 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.