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

Institute for 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
2020
Q1 		– Sell
-835
Closed -$34K – 420
2019
Q4 		$34K Buy
+835
New +$33K 0.01% 534

Other funds holding CGW

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
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
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Institute for Wealth Management's CGW Position: Q1 2020 in Review

Institute for Wealth Management sold out of Invesco S&P Global Water Index ETF (CGW) in Q1 2020, closing a stake of 835 shares — an estimated $34K sold.

Institute for Wealth Management first reported a position in CGW in Q4 2019 and held it in 1 quarter. The position peaked at $34K in Q4 2019. 112 funds tracked by Wall St. Rank hold CGW as of Q1 2020.

  • Institute for Wealth Management reported no remaining Invesco S&P Global Water Index ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 835 Invesco S&P Global Water Index ETF shares in Q1 2020, an estimated $34K.
  • Institute for Wealth Management first reported a position in Invesco S&P Global Water Index ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's Invesco S&P Global Water Index ETF position peaked at $34K in Q4 2019.
  • 112 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.