L.M. Kohn & Company’s Global X Clean Water ETF AQWA Stock Holding History

L.M. Kohn & Company’s Portfolio AQWA Stock Details AQWA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-20,300	Closed	-$385K	–	132
2025 Q2	$385K	Hold	20,300	–	–	0.1%	165
2025 Q1	$345K	Buy	20,300 +4,700	+30%	+$80.3K	0.09%	181
2024 Q4	$263K	Sell	15,600 -4,700	-23%	-$84.5K	0.07%	210
2024 Q3	$376K	Hold	20,300	–	–	0.1%	177
2024 Q2	$344K	Buy	+20,300	New	+$352K	0.09%	181

Other funds holding AQWA

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

5T Wealth Napa, California $253M AUM 17.18% 1-Year Est. Return

Addison Advisors Middlebury, Vermont $452M AUM 14.62% 1-Year Est. Return

Murphy & Mullick Capital Management Smithtown, New York $135M AUM 29.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return