KCFA
CGW icon

Key Client Fiduciary Advisors’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Key Client Fiduciary 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
Q2 		$378K Sell
5,746
-400
-7% -$25.6K 0.11% 156
2026
Q1 		$393K Hold
6,146
– – 0.14% 137
2025
Q4 		$387K Sell
6,146
-468
-7% -$29.9K 0.13% 136
2025
Q3 		$425K Hold
6,614
– – 0.14% 131
2025
Q2 		$413K Sell
6,614
-124
-2% -$7.31K 0.17% 127
2025
Q1 		$375K Hold
6,738
– – 0.17% 128
2024
Q4 		$365K Buy
6,738
+8
+0.1% +$469 0.16% 126
2024
Q3 		$412K Hold
6,730
– – 0.19% 115
2024
Q2 		$372K Sell
6,730
-512
-7% -$28.8K 0.19% 118
2024
Q1 		$402K Sell
7,242
-1,200
-14% -$63.4K 0.21% 116
2023
Q4 		$447K Sell
8,442
-162
-2% -$7.91K 0.26% 95
2023
Q3 		$400K Buy
8,604
+400
+5% +$20.1K 0.25% 101
2023
Q2 		$422K Sell
8,204
-636
-7% -$31.8K 0.25% 97
2023
Q1 		$441K Buy
8,840
+1,400
+19% +$68.7K 0.28% 82
2022
Q4 		$347K Buy
+7,440
New +$343K 0.24% 96

Other funds holding CGW

BFG
Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return